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 | $75,068 | $65,409+14.8% | $98,442-23.7% | $85,850-12.6% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.3%-16.2pp | 69.3%-12.2pp |
| Annual return | 19.67% | 21.76%-2.1pp | 1492.73%-1473.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $551 | $2,168-74.6% | $2,960-81.4% | $2,565-78.5% |
| Participant deferral / active EE | $2,783 | $3,166-12.1% | $4,276-34.9% | $3,952-29.6% |
| Admin fee / account holder | $3,370 | $4,593-26.6% | $5,949-43.4% | $6,260-46.2% |