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 | $73,381 | $65,561+11.9% | $86,188-14.9% | $75,163-2.4% |
| Participation rate | 67.9% | 60.5%+7.4pp | 69.0%-1.1pp | 67.2%+0.7pp |
| Annual return | 17.53% | 46.05%-28.5pp | 1168.45%-1150.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,463 | $3,024+80.7% | $3,985+37.1% | $4,125+32.4% |
| Admin fee / account holder | $2,633 | $5,474-51.9% | $6,852-61.6% | $5,651-53.4% |