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 | $69,052 | $65,561+5.3% | $86,188-19.9% | $75,163-8.1% |
| Participation rate | 59.4% | 60.5%-1.1pp | 69.0%-9.6pp | 67.2%-7.8pp |
| Annual return | 18.10% | 46.05%-28.0pp | 1168.45%-1150.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,534 | $3,024+83.0% | $3,985+38.8% | $4,125+34.1% |
| Admin fee / account holder | $3,223 | $5,474-41.1% | $6,852-53.0% | $5,651-43.0% |