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 | $82,708 | $95,416-13.3% | $185,823-55.5% | $85,850-3.7% |
| Participation rate | 55.6% | 68.8%-13.2pp | 81.7%-26.1pp | 69.3%-13.8pp |
| Annual return | 15.28% | 23.59%-8.3pp | 122.05%-106.8pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,191 | $3,314-64.0% | $5,167-76.9% | $2,565-53.6% |
| Participant deferral / active EE | $1,953 | $3,423-42.9% | $5,568-64.9% | $3,952-50.6% |
| Admin fee / account holder | $2,132 | $7,213-70.4% | $16,237-86.9% | $6,260-65.9% |