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 | $107,714 | $63,346+70.0% | $92,233+16.8% | $70,131+53.6% |
| Participation rate | 60.8% | 68.7%-7.9pp | 76.5%-15.7pp | 69.5%-8.8pp |
| Annual return | 20.02% | 530.12%-510.1pp | 176.28%-156.3pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,289 | $2,471-47.8% | $3,679-65.0% | $2,342-45.0% |
| Participant deferral / active EE | $3,056 | $2,854+7.1% | $3,897-21.6% | $3,332-8.3% |
| Admin fee / account holder | $1,241 | $3,840-67.7% | $5,194-76.1% | $4,645-73.3% |