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 | $68,476 | $63,346+8.1% | $92,233-25.8% | $70,131-2.4% |
| Participation rate | 54.5% | 68.7%-14.1pp | 76.5%-21.9pp | 69.5%-15.0pp |
| Annual return | 14.46% | 530.12%-515.7pp | 176.28%-161.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $787 | $2,471-68.1% | $3,679-78.6% | $2,342-66.4% |
| Participant deferral / active EE | $2,867 | $2,854+0.5% | $3,897-26.4% | $3,332-13.9% |
| Admin fee / account holder | $2,199 | $3,840-42.7% | $5,194-57.7% | $4,645-52.7% |