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 | $82,128 | $81,208+1.1% | $98,907-17.0% | $79,858+2.8% |
| Participation rate | 69.7% | 72.5%-2.8pp | 76.0%-6.3pp | 69.6%+0.1pp |
| Annual return | 16.35% | 60.99%-44.6pp | 196.43%-180.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,775 | $1,960-9.4% | $2,689-34.0% | $2,471-28.2% |
| Participant deferral / active EE | $3,833 | $3,265+17.4% | $4,244-9.7% | $3,740+2.5% |
| Admin fee / account holder | $3,421 | $6,013-43.1% | $6,642-48.5% | $5,306-35.5% |