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 | $78,560 | $58,208+35.0% | $81,812-4.0% | $80,856-2.8% |
| Participation rate | 27.1% | 63.4%-36.3pp | 72.3%-45.3pp | 67.6%-40.6pp |
| Annual return | 11.92% | 41.66%-29.7pp | 773.79%-761.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $833 | $2,340-64.4% | $2,912-71.4% | $2,755-69.8% |
| Participant deferral / active EE | $1,531 | $3,281-53.3% | $4,319-64.6% | $4,296-64.4% |
| Admin fee / account holder | $6,237 | $4,981+25.2% | $7,386-15.6% | $6,918-9.8% |