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 | $65,978 | $63,346+4.2% | $92,233-28.5% | $70,131-5.9% |
| Participation rate | 47.5% | 68.7%-21.2pp | 76.5%-29.0pp | 69.5%-22.1pp |
| Annual return | 19.24% | 530.12%-510.9pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,054 | $2,471-57.3% | $3,679-71.3% | $2,342-55.0% |
| Participant deferral / active EE | $1,600 | $2,854-43.9% | $3,897-58.9% | $3,332-52.0% |
| Admin fee / account holder | $915 | $3,840-76.2% | $5,194-82.4% | $4,645-80.3% |