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 | $74,221 | $48,046+54.5% | $84,611-12.3% | $72,985+1.7% |
| Participation rate | 37.1% | 57.6%-20.5pp | 68.2%-31.1pp | 69.5%-32.4pp |
| Annual return | 22.98% | 37.38%-14.4pp | 258.74%-235.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $430 | $1,602-73.1% | $2,652-83.8% | $2,440-82.4% |
| Participant deferral / active EE | $1,809 | $2,680-32.5% | $3,899-53.6% | $3,607-49.8% |
| Admin fee / account holder | $1,287 | $3,395-62.1% | $4,912-73.8% | $5,124-74.9% |