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 | $84,075 | $77,314+8.7% | $177,989-52.8% | $80,856+4.0% |
| Participation rate | 16.0% | 65.7%-49.7pp | 77.1%-61.1pp | 67.6%-51.7pp |
| Annual return | 17.33% | 18.09%-0.8pp | 294.48%-277.2pp | 35.59%-18.3pp |
| Employer contribution / active EE | $675 | $2,292-70.5% | $3,949-82.9% | $2,755-75.5% |
| Participant deferral / active EE | $1,951 | $4,411-55.8% | $6,276-68.9% | $4,296-54.6% |
| Admin fee / account holder | $5,481 | $7,191-23.8% | $10,363-47.1% | $6,918-20.8% |