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 | $63,044 | $60,124+4.9% | $90,404-30.3% | $79,858-21.1% |
| Participation rate | 61.4% | 65.0%-3.6pp | 72.7%-11.3pp | 69.6%-8.3pp |
| Annual return | 12.06% | 71.94%-59.9pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,253 | $2,068+9.0% | $3,262-30.9% | $2,471-8.8% |
| Participant deferral / active EE | $7,453 | $2,938+153.7% | $3,963+88.1% | $3,740+99.3% |
| Admin fee / account holder | $1,024 | $3,976-74.2% | $5,611-81.7% | $5,306-80.7% |