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 | $50,446 | $48,230+4.6% | $67,502-25.3% | $80,856-37.6% |
| Participation rate | 25.6% | 66.4%-40.7pp | 72.9%-47.2pp | 67.6%-42.0pp |
| Annual return | 12.99% | 18.28%-5.3pp | 3512.12%-3499.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $626 | $2,020-69.0% | $2,731-77.1% | $2,755-77.3% |
| Participant deferral / active EE | $1,037 | $2,924-64.5% | $4,000-74.1% | $4,296-75.8% |
| Admin fee / account holder | $6,837 | $3,681+85.7% | $3,998+71.0% | $6,918-1.2% |