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 | $89,824 | $63,346+41.8% | $92,233-2.6% | $70,131+28.1% |
| Participation rate | 51.4% | 68.7%-17.3pp | 76.5%-25.1pp | 69.5%-18.2pp |
| Annual return | 16.68% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $688 | $2,471-72.2% | $3,679-81.3% | $2,342-70.6% |
| Participant deferral / active EE | $2,996 | $2,854+5.0% | $3,897-23.1% | $3,332-10.1% |
| Admin fee / account holder | $1,163 | $3,840-69.7% | $5,194-77.6% | $4,645-75.0% |