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 | $66,128 | $65,561+0.9% | $86,188-23.3% | $75,163-12.0% |
| Participation rate | 59.5% | 60.5%-1.0pp | 69.0%-9.5pp | 67.2%-7.7pp |
| Annual return | 25.88% | 46.05%-20.2pp | 1168.45%-1142.6pp | 160.62%-134.7pp |
| Employer contribution / active EE | $860 | $1,553-44.6% | $2,380-63.9% | $2,670-67.8% |
| Participant deferral / active EE | $2,280 | $3,024-24.6% | $3,985-42.8% | $4,125-44.7% |
| Admin fee / account holder | $689 | $5,474-87.4% | $6,852-89.9% | $5,651-87.8% |