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 | $67,746 | $52,279+29.6% | $89,391-24.2% | $79,858-15.2% |
| Participation rate | 43.2% | 57.5%-14.3pp | 68.0%-24.7pp | 69.6%-26.4pp |
| Annual return | 14.93% | 22.16%-7.2pp | 245.62%-230.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,717 | $1,572+9.3% | $2,586-33.6% | $2,471-30.5% |
| Participant deferral / active EE | $3,570 | $2,740+30.3% | $3,890-8.2% | $3,740-4.5% |
| Admin fee / account holder | $4,261 | $3,356+26.9% | $4,881-12.7% | $5,306-19.7% |