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 | $124,758 | $117,841+5.9% | $102,423+21.8% | $145,922-14.5% |
| Participation rate | 60.9% | 78.6%-17.7pp | 76.5%-15.6pp | 80.3%-19.4pp |
| Annual return | 21.82% | 31.65%-9.8pp | 29.32%-7.5pp | 561.29%-539.5pp |
| Employer contribution / active EE | $2,504 | $3,615-30.7% | $3,023-17.2% | $4,660-46.3% |
| Participant deferral / active EE | $5,023 | $5,731-12.4% | $5,053-0.6% | $6,688-24.9% |
| Admin fee / account holder | $1,484 | $13,326-88.9% | $9,451-84.3% | $13,397-88.9% |