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 | $81,148 | $53,516+51.6% | $126,539-35.9% | $84,808-4.3% |
| Participation rate | 61.9% | 58.2%+3.7pp | 69.8%-7.9pp | 68.3%-6.4pp |
| Annual return | 14.20% | 58.34%-44.1pp | 425.95%-411.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,707 | $1,535+11.2% | $3,674-53.5% | $2,631-35.1% |
| Participant deferral / active EE | $3,692 | $2,671+38.2% | $4,083-9.6% | $4,212-12.3% |
| Admin fee / account holder | $4,884 | $4,497+8.6% | $6,065-19.5% | $7,344-33.5% |