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 | $57,803 | $47,479+21.7% | $62,929-8.1% | $82,448-29.9% |
| Participation rate | 69.6% | 66.9%+2.8pp | 73.1%-3.5pp | 68.1%+1.6pp |
| Annual return | 13.00% | 20.34%-7.3pp | 1063.93%-1050.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,522 | $1,885+33.8% | $2,505+0.7% | $2,551-1.1% |
| Participant deferral / active EE | $3,356 | $2,870+16.9% | $3,888-13.7% | $4,139-18.9% |
| Admin fee / account holder | $3,040 | $3,804-20.1% | $5,065-40.0% | $7,234-58.0% |