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 | $86,934 | $52,279+66.3% | $89,391-2.7% | $79,858+8.9% |
| Participation rate | 31.8% | 57.5%-25.7pp | 68.0%-36.2pp | 69.6%-37.8pp |
| Annual return | 13.26% | 22.16%-8.9pp | 245.62%-232.4pp | 31.71%-18.4pp |
| Employer contribution / active EE | $625 | $1,572-60.2% | $2,586-75.8% | $2,471-74.7% |
| Participant deferral / active EE | $3,570 | $2,740+30.3% | $3,890-8.2% | $3,740-4.5% |
| Admin fee / account holder | $1,518 | $3,356-54.8% | $4,881-68.9% | $5,306-71.4% |