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 | $72,442 | $65,409+10.8% | $98,442-26.4% | $85,850-15.6% |
| Participation rate | 69.0% | 65.0%+4.0pp | 73.3%-4.4pp | 69.3%-0.3pp |
| Annual return | 11.91% | 21.76%-9.8pp | 1492.73%-1480.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,199 | $2,168-44.7% | $2,960-59.5% | $2,565-53.3% |
| Participant deferral / active EE | $1,969 | $3,166-37.8% | $4,276-54.0% | $3,952-50.2% |
| Admin fee / account holder | $1,306 | $4,593-71.6% | $5,949-78.1% | $6,260-79.1% |