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 | $88,366 | $63,346+39.5% | $92,233-4.2% | $70,131+26.0% |
| Participation rate | 34.8% | 68.7%-33.9pp | 76.5%-41.7pp | 69.5%-34.8pp |
| Annual return | 14.19% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,220 | $2,471-50.6% | $3,679-66.8% | $2,342-47.9% |
| Participant deferral / active EE | $2,936 | $2,854+2.9% | $3,897-24.6% | $3,332-11.9% |
| Admin fee / account holder | $1,031 | $3,840-73.1% | $5,194-80.1% | $4,645-77.8% |