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 | $74,477 | $53,822+38.4% | $75,696-1.6% | $85,850-13.2% |
| Participation rate | 62.9% | 69.1%-6.2pp | 74.8%-12.0pp | 69.3%-6.5pp |
| Annual return | 26.56% | 24.54%+2.0pp | 104.53%-78.0pp | 318.53%-292.0pp |
| Employer contribution / active EE | $1,101 | $2,017-45.4% | $2,743-59.9% | $2,565-57.1% |
| Participant deferral / active EE | $1,719 | $2,895-40.6% | $3,821-55.0% | $3,952-56.5% |
| Admin fee / account holder | $18,981 | $3,343+467.8% | $3,619+424.5% | $6,260+203.2% |