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 | $72,103 | $62,573+15.2% | $85,682-15.8% | $85,850-16.0% |
| Participation rate | 63.2% | 61.1%+2.0pp | 69.9%-6.7pp | 69.3%-6.2pp |
| Annual return | 14.51% | 23.77%-9.3pp | 21.49%-7.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,456 | $1,757-17.1% | $2,618-44.4% | $2,565-43.2% |
| Participant deferral / active EE | $3,255 | $2,802+16.1% | $3,923-17.0% | $3,952-17.6% |
| Admin fee / account holder | $7,455 | $4,640+60.7% | $6,873+8.5% | $6,260+19.1% |