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 | $53,782 | $49,922+7.7% | $80,569-33.2% | $75,163-28.4% |
| Participation rate | 61.8% | 55.3%+6.5pp | 67.0%-5.2pp | 67.2%-5.4pp |
| Annual return | 14.52% | 34.69%-20.2pp | 935.43%-920.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,432 | $1,698-15.7% | $2,723-47.4% | $2,670-46.4% |
| Participant deferral / active EE | $2,566 | $2,990-14.2% | $4,447-42.3% | $4,125-37.8% |
| Admin fee / account holder | $570 | $3,577-84.1% | $5,377-89.4% | $5,651-89.9% |