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 | $92,344 | $50,972+81.2% | $88,538+4.3% | $72,985+26.5% |
| Participation rate | 64.3% | 63.4%+0.9pp | 68.7%-4.5pp | 69.5%-5.2pp |
| Annual return | 29.29% | 29.62%-0.3pp | 43.64%-14.4pp | 81.00%-51.7pp |
| Employer contribution / active EE | $2,500 | $1,475+69.5% | $2,098+19.1% | $2,440+2.4% |
| Participant deferral / active EE | $3,460 | $2,230+55.1% | $2,914+18.7% | $3,607-4.1% |
| Admin fee / account holder | $14,034 | $3,230+334.5% | $4,310+225.6% | $5,124+173.9% |