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 | $31,381 | $65,409-52.0% | $98,442-68.1% | $85,850-63.4% |
| Participation rate | 67.2% | 65.0%+2.2pp | 73.3%-6.1pp | 69.3%-2.1pp |
| Annual return | 18.04% | 21.76%-3.7pp | 1492.73%-1474.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,593 | $2,168-26.5% | $2,960-46.2% | $2,565-37.9% |
| Participant deferral / active EE | $4,457 | $3,166+40.8% | $4,276+4.2% | $3,952+12.8% |
| Admin fee / account holder | $3,216 | $4,593-30.0% | $5,949-45.9% | $6,260-48.6% |