See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,102 | $91,190+18.5% | $178,490-39.4% | $79,858+35.4% |
| Participation rate | 56.8% | 69.2%-12.4pp | 81.9%-25.2pp | 69.6%-12.9pp |
| Annual return | 14.77% | 24.19%-9.4pp | 151.07%-136.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $670 | $3,256-79.4% | $5,011-86.6% | $2,471-72.9% |
| Participant deferral / active EE | $1,889 | $3,236-41.6% | $5,202-63.7% | $3,740-49.5% |
| Admin fee / account holder | $2,315 | $6,751-65.7% | $13,984-83.4% | $5,306-56.4% |