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 | $51,874 | $37,426+38.6% | $77,482-33.1% | $79,858-35.0% |
| Participation rate | 64.9% | 41.5%+23.4pp | 54.2%+10.7pp | 69.6%-4.7pp |
| Annual return | 14.79% | 39.70%-24.9pp | 54.79%-40.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,282 | $637+258.5% | $986+131.4% | $2,471-7.6% |
| Participant deferral / active EE | $4,038 | $1,260+220.5% | $1,861+117.0% | $3,740+8.0% |
| Admin fee / account holder | $613 | $2,504-75.5% | $2,858-78.6% | $5,306-88.5% |