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 | $129,605 | $77,634+66.9% | $156,549-17.2% | $62,891+106.1% |
| Participation rate | 68.6% | 71.2%-2.6pp | 84.0%-15.4pp | 69.3%-0.7pp |
| Annual return | 8.17% | 50.32%-42.1pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,300 | $3,444-62.2% | $5,501-76.4% | $2,281-43.0% |
| Participant deferral / active EE | $3,825 | $3,045+25.6% | $4,871-21.5% | $3,203+19.4% |
| Admin fee / account holder | $1,170 | $5,561-79.0% | $13,027-91.0% | $4,296-72.8% |