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 | $73,249 | $70,669+3.7% | $169,368-56.8% | $75,163-2.5% |
| Participation rate | 69.0% | 64.8%+4.2pp | 77.1%-8.2pp | 67.2%+1.8pp |
| Annual return | 18.64% | 36.36%-17.7pp | 405.60%-387.0pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,829 | $2,211+28.0% | $4,013-29.5% | $2,670+6.0% |
| Participant deferral / active EE | $4,908 | $4,311+13.9% | $6,221-21.1% | $4,125+19.0% |
| Admin fee / account holder | $1,588 | $5,402-70.6% | $9,003-82.4% | $5,651-71.9% |