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 | $67,045 | $63,346+5.8% | $92,233-27.3% | $70,131-4.4% |
| Participation rate | 68.6% | 68.7%-0.1pp | 76.5%-7.9pp | 69.5%-1.0pp |
| Annual return | 13.10% | 530.12%-517.0pp | 176.28%-163.2pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,572 | $2,854-9.9% | $3,897-34.0% | $3,332-22.8% |
| Admin fee / account holder | $7,610 | $3,840+98.2% | $5,194+46.5% | $4,645+63.8% |