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 | $67,341 | $49,922+34.9% | $80,569-16.4% | $75,163-10.4% |
| Participation rate | 54.5% | 55.3%-0.8pp | 67.0%-12.5pp | 67.2%-12.6pp |
| Annual return | 14.75% | 34.69%-19.9pp | 935.43%-920.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,277 | $1,698+34.1% | $2,723-16.4% | $2,670-14.7% |
| Participant deferral / active EE | $4,948 | $2,990+65.5% | $4,447+11.3% | $4,125+19.9% |
| Admin fee / account holder | $1,955 | $3,577-45.3% | $5,377-63.6% | $5,651-65.4% |