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 | $85,282 | $39,019+118.6% | $80,716+5.7% | $85,850-0.7% |
| Participation rate | 63.3% | 41.5%+21.7pp | 54.2%+9.1pp | 69.3%-6.0pp |
| Annual return | 17.93% | 26.27%-8.3pp | 87.28%-69.3pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,425 | $722+97.4% | $1,160+22.8% | $2,565-44.4% |
| Participant deferral / active EE | $3,390 | $1,326+155.7% | $2,146+58.0% | $3,952-14.2% |
| Admin fee / account holder | $1,126 | $2,431-53.7% | $3,380-66.7% | $6,260-82.0% |