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 | $81,458 | $58,208+39.9% | $81,812-0.4% | $80,856+0.7% |
| Participation rate | 66.3% | 63.4%+2.9pp | 72.3%-6.1pp | 67.6%-1.4pp |
| Annual return | 13.19% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,927 | $2,340-17.7% | $2,912-33.8% | $2,755-30.1% |
| Participant deferral / active EE | $4,728 | $3,281+44.1% | $4,319+9.5% | $4,296+10.1% |
| Admin fee / account holder | $3,930 | $4,981-21.1% | $7,386-46.8% | $6,918-43.2% |