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 | $79,051 | $112,881-30.0% | $90,951-13.1% | $158,922-50.3% |
| Participation rate | 64.3% | 74.7%-10.4pp | 69.0%-4.7pp | 82.0%-17.7pp |
| Annual return | 15.27% | 215.79%-200.5pp | 134.60%-119.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $914 | $2,893-68.4% | $2,122-56.9% | $4,761-80.8% |
| Participant deferral / active EE | $3,837 | $4,128-7.0% | $3,373+13.8% | $5,982-35.9% |
| Admin fee / account holder | $12,283 | $8,041+52.8% | $5,959+106.1% | $11,246+9.2% |