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 | $78,119 | $52,279+49.4% | $89,391-12.6% | $79,858-2.2% |
| Participation rate | 69.2% | 57.5%+11.7pp | 68.0%+1.3pp | 69.6%-0.4pp |
| Annual return | 20.58% | 22.16%-1.6pp | 245.62%-225.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,111 | $1,572-29.3% | $2,586-57.0% | $2,471-55.0% |
| Participant deferral / active EE | $2,824 | $2,740+3.1% | $3,890-27.4% | $3,740-24.5% |
| Admin fee / account holder | $5,285 | $3,356+57.5% | $4,881+8.3% | $5,306-0.4% |