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 | $90,854 | $77,899+16.6% | $149,673-39.3% | $75,163+20.9% |
| Participation rate | 64.7% | 65.6%-0.9pp | 78.8%-14.1pp | 67.2%-2.5pp |
| Annual return | 19.25% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,078 | $3,137-33.8% | $4,818-56.9% | $2,670-22.2% |
| Participant deferral / active EE | $4,283 | $3,411+25.6% | $5,680-24.6% | $4,125+3.8% |
| Admin fee / account holder | $1,061 | $5,956-82.2% | $13,210-92.0% | $5,651-81.2% |