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 | $67,744 | $63,346+6.9% | $92,233-26.6% | $70,131-3.4% |
| Participation rate | 39.4% | 68.7%-29.3pp | 76.5%-37.1pp | 69.5%-30.1pp |
| Annual return | 15.38% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $925 | $2,471-62.6% | $3,679-74.8% | $2,342-60.5% |
| Participant deferral / active EE | $2,447 | $2,854-14.3% | $3,897-37.2% | $3,332-26.6% |
| Admin fee / account holder | $3,496 | $3,840-9.0% | $5,194-32.7% | $4,645-24.7% |