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 | $88,632 | $65,561+35.2% | $86,188+2.8% | $75,163+17.9% |
| Participation rate | 67.4% | 60.5%+6.9pp | 69.0%-1.6pp | 67.2%+0.2pp |
| Annual return | 13.92% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $677 | $1,553-56.4% | $2,380-71.6% | $2,670-74.7% |
| Participant deferral / active EE | $3,324 | $3,024+9.9% | $3,985-16.6% | $4,125-19.4% |
| Admin fee / account holder | $1,081 | $5,474-80.3% | $6,852-84.2% | $5,651-80.9% |