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 | $64,653 | $63,346+2.1% | $92,233-29.9% | $70,131-7.8% |
| Participation rate | 53.6% | 68.7%-15.1pp | 76.5%-22.9pp | 69.5%-16.0pp |
| Annual return | 16.75% | 530.12%-513.4pp | 176.28%-159.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $783 | $2,471-68.3% | $3,679-78.7% | $2,342-66.6% |
| Participant deferral / active EE | $3,130 | $2,854+9.7% | $3,897-19.7% | $3,332-6.1% |
| Admin fee / account holder | $3,611 | $3,840-6.0% | $5,194-30.5% | $4,645-22.3% |