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 | $99,027 | $63,346+56.3% | $92,233+7.4% | $70,131+41.2% |
| Participation rate | 59.1% | 68.7%-9.6pp | 76.5%-17.4pp | 69.5%-10.5pp |
| Annual return | 13.90% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $665 | $2,471-73.1% | $3,679-81.9% | $2,342-71.6% |
| Participant deferral / active EE | $3,325 | $2,854+16.5% | $3,897-14.7% | $3,332-0.2% |
| Admin fee / account holder | $3,057 | $3,840-20.4% | $5,194-41.1% | $4,645-34.2% |