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 | $74,480 | $91,190-18.3% | $178,490-58.3% | $79,858-6.7% |
| Participation rate | 68.6% | 69.2%-0.6pp | 81.9%-13.3pp | 69.6%-1.0pp |
| Annual return | 65.98% | 24.19%+41.8pp | 151.07%-85.1pp | 31.71%+34.3pp |
| Employer contribution / active EE | $681 | $3,256-79.1% | $5,011-86.4% | $2,471-72.4% |
| Participant deferral / active EE | $1,431 | $3,236-55.8% | $5,202-72.5% | $3,740-61.7% |
| Admin fee / account holder | $7,675 | $6,751+13.7% | $13,984-45.1% | $5,306+44.6% |