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 | $72,788 | $63,346+14.9% | $92,233-21.1% | $70,131+3.8% |
| Participation rate | 58.3% | 68.7%-10.3pp | 76.5%-18.1pp | 69.5%-11.2pp |
| Annual return | 19.33% | 530.12%-510.8pp | 176.28%-157.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,512 | $2,471-38.8% | $3,679-58.9% | $2,342-35.5% |
| Participant deferral / active EE | $2,723 | $2,854-4.6% | $3,897-30.1% | $3,332-18.3% |
| Admin fee / account holder | $1,581 | $3,840-58.8% | $5,194-69.6% | $4,645-66.0% |