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 | $71,728 | $59,101+21.4% | $77,163-7.0% | $75,163-4.6% |
| Participation rate | 43.8% | 63.9%-20.1pp | 69.6%-25.8pp | 67.2%-23.4pp |
| Annual return | 141.10% | 26.71%+114.4pp | 37.87%+103.2pp | 160.62%-19.5pp |
| Employer contribution / active EE | $2,276 | $1,995+14.1% | $2,535-10.2% | $2,670-14.7% |
| Participant deferral / active EE | $4,147 | $2,999+38.3% | $3,833+8.2% | $4,125+0.5% |
| Admin fee / account holder | $9,027 | $4,774+89.1% | $5,472+65.0% | $5,651+59.7% |