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 | $62,241 | $34,308+81.4% | $74,701-16.7% | $72,985-14.7% |
| Participation rate | 28.0% | 42.4%-14.3pp | 54.5%-26.4pp | 69.5%-41.4pp |
| Annual return | 33.48% | 26.58%+6.9pp | 752.92%-719.4pp | 81.00%-47.5pp |
| Employer contribution / active EE | $461 | $692-33.4% | $1,084-57.5% | $2,440-81.1% |
| Participant deferral / active EE | $1,400 | $1,271+10.1% | $1,964-28.7% | $3,607-61.2% |
| Admin fee / account holder | $2,904 | $2,124+36.7% | $3,333-12.9% | $5,124-43.3% |