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 | $56,133 | $48,570+15.6% | $130,648-57.0% | $72,985-23.1% |
| Participation rate | 60.7% | 58.6%+2.1pp | 71.7%-11.1pp | 69.5%-8.8pp |
| Annual return | 41.95% | 38.63%+3.3pp | 1708.96%-1667.0pp | 81.00%-39.0pp |
| Employer contribution / active EE | $702 | $1,334-47.4% | $4,092-82.8% | $2,440-71.2% |
| Participant deferral / active EE | $2,279 | $2,384-4.4% | $3,603-36.7% | $3,607-36.8% |
| Admin fee / account holder | $2,287 | $3,549-35.6% | $5,464-58.2% | $5,124-55.4% |