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 | $55,051 | $63,346-13.1% | $92,233-40.3% | $70,131-21.5% |
| Participation rate | 67.9% | 68.7%-0.8pp | 76.5%-8.6pp | 69.5%-1.7pp |
| Annual return | 15.99% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,472 | $2,471-40.4% | $3,679-60.0% | $2,342-37.1% |
| Participant deferral / active EE | $3,785 | $2,854+32.6% | $3,897-2.9% | $3,332+13.6% |
| Admin fee / account holder | $5,443 | $3,840+41.7% | $5,194+4.8% | $4,645+17.2% |