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 | $83,841 | $77,899+7.6% | $149,673-44.0% | $75,163+11.5% |
| Participation rate | 68.4% | 65.6%+2.8pp | 78.8%-10.3pp | 67.2%+1.2pp |
| Annual return | 47.13% | 31.72%+15.4pp | 134.42%-87.3pp | 160.62%-113.5pp |
| Employer contribution / active EE | $1,130 | $3,137-64.0% | $4,818-76.6% | $2,670-57.7% |
| Participant deferral / active EE | $2,754 | $3,411-19.3% | $5,680-51.5% | $4,125-33.2% |
| Admin fee / account holder | $1,194 | $5,956-80.0% | $13,210-91.0% | $5,651-78.9% |