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 | $75,207 | $63,346+18.7% | $92,233-18.5% | $70,131+7.2% |
| Participation rate | 30.9% | 68.7%-37.8pp | 76.5%-45.6pp | 69.5%-38.6pp |
| Annual return | 14.84% | 530.12%-515.3pp | 176.28%-161.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $855 | $2,471-65.4% | $3,679-76.8% | $2,342-63.5% |
| Participant deferral / active EE | $1,921 | $2,854-32.7% | $3,897-50.7% | $3,332-42.3% |
| Admin fee / account holder | $4,082 | $3,840+6.3% | $5,194-21.4% | $4,645-12.1% |