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 | $85,764 | $85,202+0.7% | $172,739-50.4% | $72,985+17.5% |
| Participation rate | 67.5% | 70.1%-2.5pp | 82.6%-15.1pp | 69.5%-2.0pp |
| Annual return | 22.69% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,582 | $3,324-52.4% | $5,143-69.2% | $2,440-35.2% |
| Participant deferral / active EE | $3,278 | $3,260+0.5% | $5,198-36.9% | $3,607-9.1% |
| Admin fee / account holder | $2,882 | $5,884-51.0% | $13,954-79.3% | $5,124-43.8% |