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 | $83,028 | $71,050+16.9% | $93,606-11.3% | $80,856+2.7% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.6%-2.0pp |
| Annual return | 19.64% | 11.26%+8.4pp | 133.20%-113.6pp | 35.59%-15.9pp |
| Employer contribution / active EE | $1,857 | $1,564+18.8% | $2,420-23.2% | $2,755-32.6% |
| Participant deferral / active EE | $4,563 | $4,034+13.1% | $4,411+3.4% | $4,296+6.2% |
| Admin fee / account holder | $17,588 | $6,945+153.3% | $8,285+112.3% | $6,918+154.2% |