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 | $71,016 | $105,181-32.5% | $159,436-55.5% | $85,850-17.3% |
| Participation rate | 69.8% | 75.8%-6.0pp | 82.8%-13.1pp | 69.3%+0.5pp |
| Annual return | 18.58% | 45.07%-26.5pp | 263.57%-245.0pp | 318.53%-300.0pp |
| Employer contribution / active EE | $1,956 | $3,318-41.1% | $4,829-59.5% | $2,565-23.8% |
| Participant deferral / active EE | $4,156 | $5,945-30.1% | $7,352-43.5% | $3,952+5.2% |
| Admin fee / account holder | $2,253 | $6,933-67.5% | $10,799-79.1% | $6,260-64.0% |