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 | $83,999 | $63,346+32.6% | $92,233-8.9% | $70,131+19.8% |
| Participation rate | 69.2% | 68.7%+0.6pp | 76.5%-7.2pp | 69.5%-0.3pp |
| Annual return | 22.50% | 530.12%-507.6pp | 176.28%-153.8pp | 73.14%-50.6pp |
| Employer contribution / active EE | $1,347 | $2,471-45.5% | $3,679-63.4% | $2,342-42.5% |
| Participant deferral / active EE | $2,691 | $2,854-5.7% | $3,897-30.9% | $3,332-19.2% |
| Admin fee / account holder | $923 | $3,840-76.0% | $5,194-82.2% | $4,645-80.1% |