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 | $122,741 | $115,770+6.0% | $101,248+21.2% | $158,922-22.8% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 27.67% | 56.14%-28.5pp | 46.47%-18.8pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,792 | $4,175-57.1% | $3,660-51.0% | $4,761-62.4% |
| Participant deferral / active EE | $4,780 | $4,957-3.6% | $4,370+9.4% | $5,982-20.1% |
| Admin fee / account holder | $1,467 | $7,245-79.7% | $5,945-75.3% | $11,246-87.0% |