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 | $57,252 | $58,208-1.6% | $81,812-30.0% | $80,856-29.2% |
| Participation rate | 68.8% | 63.4%+5.3pp | 72.3%-3.6pp | 67.6%+1.1pp |
| Annual return | 12.69% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,184 | $2,340-49.4% | $2,912-59.3% | $2,755-57.0% |
| Participant deferral / active EE | $5,330 | $3,281+62.4% | $4,319+23.4% | $4,296+24.1% |
| Admin fee / account holder | $1,985 | $4,981-60.2% | $7,386-73.1% | $6,918-71.3% |