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 | $70,837 | $49,922+41.9% | $80,569-12.1% | $75,163-5.8% |
| Participation rate | 59.5% | 55.3%+4.2pp | 67.0%-7.5pp | 67.2%-7.7pp |
| Annual return | 18.33% | 34.69%-16.4pp | 935.43%-917.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,157 | $1,698-31.8% | $2,723-57.5% | $2,670-56.6% |
| Participant deferral / active EE | $4,599 | $2,990+53.8% | $4,447+3.4% | $4,125+11.5% |
| Admin fee / account holder | $5,297 | $3,577+48.1% | $5,377-1.5% | $5,651-6.3% |