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 | $84,728 | $65,561+29.2% | $86,188-1.7% | $75,163+12.7% |
| Participation rate | 57.1% | 60.5%-3.3pp | 69.0%-11.8pp | 67.2%-10.0pp |
| Annual return | 13.73% | 46.05%-32.3pp | 1168.45%-1154.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $810 | $1,553-47.8% | $2,380-66.0% | $2,670-69.7% |
| Participant deferral / active EE | $2,713 | $3,024-10.3% | $3,985-31.9% | $4,125-34.2% |
| Admin fee / account holder | $8,541 | $5,474+56.0% | $6,852+24.7% | $5,651+51.1% |