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 | $85,988 | $65,561+31.2% | $86,188-0.2% | $75,163+14.4% |
| Participation rate | 68.4% | 60.5%+7.9pp | 69.0%-0.5pp | 67.2%+1.2pp |
| Annual return | 19.99% | 46.05%-26.1pp | 1168.45%-1148.5pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,370 | $1,553+52.6% | $2,380-0.4% | $2,670-11.2% |
| Participant deferral / active EE | $4,842 | $3,024+60.1% | $3,985+21.5% | $4,125+17.4% |
| Admin fee / account holder | $1,600 | $5,474-70.8% | $6,852-76.6% | $5,651-71.7% |