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 | $111,224 | $78,705+41.3% | $117,854-5.6% | $70,131+58.6% |
| Participation rate | 67.7% | 73.2%-5.5pp | 79.7%-11.9pp | 69.5%-1.8pp |
| Annual return | 14.14% | 23.30%-9.2pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $846 | $2,223-61.9% | $3,786-77.6% | $2,342-63.9% |
| Participant deferral / active EE | $2,371 | $3,297-28.1% | $4,482-47.1% | $3,332-28.8% |
| Admin fee / account holder | $648 | $5,065-87.2% | $8,020-91.9% | $4,645-86.1% |