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 | $90,008 | $78,705+14.4% | $117,854-23.6% | $70,131+28.3% |
| Participation rate | 37.5% | 73.2%-35.7pp | 79.7%-42.2pp | 69.5%-32.0pp |
| Annual return | 18.92% | 23.30%-4.4pp | 335.08%-316.2pp | 73.14%-54.2pp |
| Employer contribution / active EE | $675 | $2,223-69.6% | $3,786-82.2% | $2,342-71.2% |
| Participant deferral / active EE | $2,263 | $3,297-31.4% | $4,482-49.5% | $3,332-32.1% |
| Admin fee / account holder | $2,336 | $5,065-53.9% | $8,020-70.9% | $4,645-49.7% |