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 | $74,567 | $63,346+17.7% | $92,233-19.2% | $70,131+6.3% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 26.59% | 530.12%-503.5pp | 176.28%-149.7pp | 73.14%-46.5pp |
| Employer contribution / active EE | $1,936 | $2,471-21.6% | $3,679-47.4% | $2,342-17.3% |
| Participant deferral / active EE | $3,281 | $2,854+15.0% | $3,897-15.8% | $3,332-1.5% |
| Admin fee / account holder | $1,599 | $3,840-58.4% | $5,194-69.2% | $4,645-65.6% |