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 | $114,766 | $63,346+81.2% | $92,233+24.4% | $70,131+63.6% |
| Participation rate | 59.5% | 68.7%-9.2pp | 76.5%-17.0pp | 69.5%-10.1pp |
| Annual return | 14.84% | 530.12%-515.3pp | 176.28%-161.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $729 | $2,471-70.5% | $3,679-80.2% | $2,342-68.9% |
| Participant deferral / active EE | $4,059 | $2,854+42.2% | $3,897+4.2% | $3,332+21.8% |
| Admin fee / account holder | $4,453 | $3,840+16.0% | $5,194-14.3% | $4,645-4.1% |