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 | $60,758 | $54,701+11.1% | $86,188-29.5% | $71,457-15.0% |
| Participation rate | 58.2% | 60.1%-1.9pp | 69.0%-10.8pp | 67.9%-9.7pp |
| Annual return | 15.89% | 20.06%-4.2pp | 1168.45%-1152.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,976 | $1,265+56.2% | $2,380-17.0% | $2,588-23.6% |
| Participant deferral / active EE | $4,484 | $3,108+44.3% | $3,985+12.5% | $4,289+4.5% |
| Admin fee / account holder | $7,484 | $1,922+289.5% | $6,852+9.2% | $1,587+371.5% |