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 | $91,159 | $48,795+86.8% | $65,493+39.2% | $84,808+7.5% |
| Participation rate | 67.6% | 67.0%+0.7pp | 73.1%-5.4pp | 68.3%-0.7pp |
| Annual return | 16.59% | 20.20%-3.6pp | 982.45%-965.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,111 | $1,930+61.2% | $2,574+20.8% | $2,631+18.2% |
| Participant deferral / active EE | $6,086 | $2,928+107.8% | $3,961+53.6% | $4,212+44.5% |
| Admin fee / account holder | $15,749 | $3,877+306.2% | $5,028+213.2% | $7,344+114.4% |