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 7-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 | $69,978 | $56,060+24.8% | $76,002-7.9% | $80,874-13.5% |
| Participation rate | 66.7% | 62.0%+4.6pp | 69.1%-2.4pp | 67.6%-1.0pp |
| Annual return | 20.23% | 20.54%-0.3pp | 360.07%-339.8pp | 35.62%-15.4pp |
| Employer contribution / active EE | $4,086 | $1,873+118.1% | $2,688+52.0% | $2,756+48.3% |
| Participant deferral / active EE | $5,774 | $3,051+89.2% | $4,257+35.7% | $4,297+34.4% |
| Admin fee / account holder | $1,410 | $5,237-73.1% | $6,414-78.0% | $6,935-79.7% |