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 | $114,189 | $99,652+14.6% | $78,778+45.0% | $147,584-22.6% |
| Participation rate | 68.8% | 76.2%-7.5pp | 69.2%-0.4pp | 82.8%-14.1pp |
| Annual return | 17.80% | 47.28%-29.5pp | 35.62%-17.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,350 | $2,796-16.0% | $1,986+18.3% | $4,876-51.8% |
| Participant deferral / active EE | $3,722 | $3,664+1.6% | $2,958+25.8% | $5,439-31.6% |
| Admin fee / account holder | $895 | $7,155-87.5% | $5,134-82.6% | $10,885-91.8% |