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 | $78,131 | $65,561+19.2% | $86,188-9.3% | $75,163+3.9% |
| Participation rate | 47.8% | 60.5%-12.7pp | 69.0%-21.1pp | 67.2%-19.4pp |
| Annual return | 18.14% | 46.05%-27.9pp | 1168.45%-1150.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $681 | $1,553-56.1% | $2,380-71.4% | $2,670-74.5% |
| Participant deferral / active EE | $5,201 | $3,024+72.0% | $3,985+30.5% | $4,125+26.1% |
| Admin fee / account holder | $3,014 | $5,474-44.9% | $6,852-56.0% | $5,651-46.7% |