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 | $119,293 | $115,708+3.1% | $65,255+82.8% | $139,434-14.4% |
| Participation rate | 65.2% | 67.8%-2.6pp | 65.0%+0.3pp | 80.3%-15.1pp |
| Annual return | 18.13% | 31.19%-13.1pp | 47.35%-29.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,299 | $2,599+26.9% | $1,691+95.0% | $4,751-30.6% |
| Participant deferral / active EE | $3,786 | $4,240-10.7% | $2,831+33.7% | $6,710-43.6% |
| Admin fee / account holder | $11,972 | $6,698+78.7% | $4,112+191.2% | $11,403+5.0% |