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 | $95,005 | $78,705+20.7% | $117,854-19.4% | $70,131+35.5% |
| Participation rate | 47.7% | 73.2%-25.5pp | 79.7%-32.0pp | 69.5%-21.8pp |
| Annual return | 14.22% | 23.30%-9.1pp | 335.08%-320.9pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,441 | $2,223-35.2% | $3,786-61.9% | $2,342-38.5% |
| Participant deferral / active EE | $2,524 | $3,297-23.4% | $4,482-43.7% | $3,332-24.2% |
| Admin fee / account holder | $1,848 | $5,065-63.5% | $8,020-77.0% | $4,645-60.2% |