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 | $121,941 | $70,428+73.1% | $96,562+26.3% | $85,850+42.0% |
| Participation rate | 69.7% | 61.8%+7.9pp | 69.8%-0.1pp | 69.3%+0.4pp |
| Annual return | 16.12% | 18.59%-2.5pp | 37.78%-21.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,500 | $1,413+6.1% | $2,356-36.4% | $2,565-41.5% |
| Participant deferral / active EE | $3,495 | $2,894+20.8% | $3,849-9.2% | $3,952-11.5% |
| Admin fee / account holder | $2,497 | $4,997-50.0% | $6,181-59.6% | $6,260-60.1% |