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 | $65,595 | $63,346+3.6% | $92,233-28.9% | $70,131-6.5% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 22.88% | 530.12%-507.2pp | 176.28%-153.4pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,511 | $2,471-38.9% | $3,679-58.9% | $2,342-35.5% |
| Participant deferral / active EE | $1,688 | $2,854-40.8% | $3,897-56.7% | $3,332-49.3% |
| Admin fee / account holder | $3,931 | $3,840+2.4% | $5,194-24.3% | $4,645-15.4% |