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 | $61,823 | $63,346-2.4% | $92,233-33.0% | $70,131-11.8% |
| Participation rate | 65.9% | 68.7%-2.8pp | 76.5%-10.6pp | 69.5%-3.7pp |
| Annual return | 17.16% | 530.12%-513.0pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,223 | $2,471-10.0% | $3,679-39.6% | $2,342-5.1% |
| Participant deferral / active EE | $2,221 | $2,854-22.2% | $3,897-43.0% | $3,332-33.3% |
| Admin fee / account holder | $12,345 | $3,840+221.5% | $5,194+137.7% | $4,645+165.7% |