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 | $56,427 | $48,795+15.6% | $65,493-13.8% | $84,808-33.5% |
| Participation rate | 65.7% | 67.0%-1.3pp | 73.1%-7.4pp | 68.3%-2.6pp |
| Annual return | 16.95% | 20.20%-3.3pp | 982.45%-965.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,783 | $1,930-7.6% | $2,574-30.7% | $2,631-32.2% |
| Participant deferral / active EE | $3,361 | $2,928+14.8% | $3,961-15.1% | $4,212-20.2% |
| Admin fee / account holder | $2,199 | $3,877-43.3% | $5,028-56.3% | $7,344-70.1% |