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 | $99,042 | $89,753+10.3% | $107,525-7.9% | $84,808+16.8% |
| Participation rate | 56.4% | 68.1%-11.7pp | 75.1%-18.7pp | 68.3%-11.9pp |
| Annual return | 79.97% | 29.48%+50.5pp | 181.32%-101.3pp | 40.90%+39.1pp |
| Employer contribution / active EE | $2,520 | $3,113-19.1% | $3,754-32.9% | $2,631-4.2% |
| Participant deferral / active EE | $6,164 | $4,056+52.0% | $5,116+20.5% | $4,212+46.4% |
| Admin fee / account holder | $2,475 | $7,222-65.7% | $8,919-72.2% | $7,344-66.3% |