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 | $61,621 | $52,519+17.3% | $155,790-60.4% | $59,632+3.3% |
| Participation rate | 51.8% | 61.7%-9.9pp | 76.1%-24.3pp | 68.7%-16.9pp |
| Annual return | -0.84% | 53.51%-54.4pp | 71.54%-72.4pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $645 | $1,589-59.4% | $3,836-83.2% | $2,203-70.7% |
| Participant deferral / active EE | $3,480 | $3,084+12.8% | $4,797-27.5% | $3,192+9.0% |
| Admin fee / account holder | $866 | $3,540-75.5% | $7,478-88.4% | $4,297-79.8% |