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 | $72,520 | $63,346+14.5% | $92,233-21.4% | $70,131+3.4% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 21.66% | 530.12%-508.5pp | 176.28%-154.6pp | 73.14%-51.5pp |
| Employer contribution / active EE | $530 | $2,471-78.6% | $3,679-85.6% | $2,342-77.4% |
| Participant deferral / active EE | $4,909 | $2,854+72.0% | $3,897+26.0% | $3,332+47.4% |
| Admin fee / account holder | $727 | $3,840-81.1% | $5,194-86.0% | $4,645-84.3% |