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 | $74,809 | $70,669+5.9% | $169,368-55.8% | $75,163-0.5% |
| Participation rate | 62.5% | 64.8%-2.3pp | 77.1%-14.6pp | 67.2%-4.7pp |
| Annual return | 21.58% | 36.36%-14.8pp | 405.60%-384.0pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,056 | $2,211-52.2% | $4,013-73.7% | $2,670-60.5% |
| Participant deferral / active EE | $5,035 | $4,311+16.8% | $6,221-19.1% | $4,125+22.1% |
| Admin fee / account holder | $836 | $5,402-84.5% | $9,003-90.7% | $5,651-85.2% |