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 | $104,998 | $78,672+33.5% | $109,143-3.8% | $85,850+22.3% |
| Participation rate | 59.5% | 68.3%-8.8pp | 75.9%-16.4pp | 69.3%-9.9pp |
| Annual return | 35.20% | 25.09%+10.1pp | 25.75%+9.4pp | 318.53%-283.3pp |
| Employer contribution / active EE | $1,298 | $2,735-52.5% | $3,722-65.1% | $2,565-49.4% |
| Participant deferral / active EE | $2,902 | $3,467-16.3% | $4,653-37.6% | $3,952-26.6% |
| Admin fee / account holder | $17,918 | $5,469+227.6% | $6,752+165.4% | $6,260+186.2% |