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 | $71,872 | $48,364+48.6% | $71,796+0.1% | $62,891+14.3% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 9.63% | 13.16%-3.5pp | 78.04%-68.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,383 | $1,042+32.7% | $1,924-28.2% | $2,281-39.4% |
| Participant deferral / active EE | $3,897 | $2,091+86.3% | $2,794+39.5% | $3,203+21.7% |
| Admin fee / account holder | $12,240 | $3,771+224.6% | $4,815+154.2% | $4,296+185.0% |