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 | $87,970 | $58,208+51.1% | $81,812+7.5% | $80,856+8.8% |
| Participation rate | 68.2% | 63.4%+4.8pp | 72.3%-4.2pp | 67.6%+0.5pp |
| Annual return | 15.23% | 41.66%-26.4pp | 773.79%-758.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,279 | $2,340-45.4% | $2,912-56.1% | $2,755-53.6% |
| Participant deferral / active EE | $6,489 | $3,281+97.8% | $4,319+50.3% | $4,296+51.1% |
| Admin fee / account holder | $5,603 | $4,981+12.5% | $7,386-24.1% | $6,918-19.0% |