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 | $126,018 | $127,264-1.0% | $109,895+14.7% | $167,490-24.8% |
| Participation rate | 30.8% | 77.9%-47.1pp | 74.2%-43.5pp | 82.1%-51.3pp |
| Annual return | 15.24% | 22.97%-7.7pp | 29.45%-14.2pp | 478.56%-463.3pp |
| Employer contribution / active EE | $705 | $3,322-78.8% | $2,842-75.2% | $4,837-85.4% |
| Participant deferral / active EE | $2,492 | $4,514-44.8% | $4,048-38.4% | $6,341-60.7% |
| Admin fee / account holder | $2,069 | $7,114-70.9% | $6,066-65.9% | $12,309-83.2% |