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 | $91,318 | $78,672+16.1% | $109,143-16.3% | $85,850+6.4% |
| Participation rate | 58.5% | 68.3%-9.8pp | 75.9%-17.4pp | 69.3%-10.8pp |
| Annual return | 14.48% | 25.09%-10.6pp | 25.75%-11.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $903 | $2,735-67.0% | $3,722-75.7% | $2,565-64.8% |
| Participant deferral / active EE | $2,612 | $3,467-24.7% | $4,653-43.9% | $3,952-33.9% |
| Admin fee / account holder | $2,817 | $5,469-48.5% | $6,752-58.3% | $6,260-55.0% |