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 | $42,482 | $24,733+71.8% | $69,647-39.0% | $74,495-43.0% |
| Participation rate | 57.3% | 63.5%-6.2pp | 66.5%-9.2pp | 67.2%-9.9pp |
| Annual return | 14.11% | 18.55%-4.4pp | 100.48%-86.4pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $819 | $1,001-18.1% | $1,712-52.2% | $2,623-68.8% |
| Participant deferral / active EE | $4,847 | $1,901+155.0% | $2,886+68.0% | $4,346+11.5% |
| Admin fee / account holder | $1,814 | $1,892-4.1% | $4,713-61.5% | $1,942-6.6% |