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 | $75,689 | $65,561+15.4% | $86,188-12.2% | $75,163+0.7% |
| Participation rate | 54.3% | 60.5%-6.2pp | 69.0%-14.7pp | 67.2%-12.9pp |
| Annual return | 19.54% | 46.05%-26.5pp | 1168.45%-1148.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,209 | $1,553-22.1% | $2,380-49.2% | $2,670-54.7% |
| Participant deferral / active EE | $3,159 | $3,024+4.5% | $3,985-20.7% | $4,125-23.4% |
| Admin fee / account holder | $1,226 | $5,474-77.6% | $6,852-82.1% | $5,651-78.3% |