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 | $67,866 | $49,922+35.9% | $80,569-15.8% | $75,163-9.7% |
| Participation rate | 27.3% | 55.3%-28.0pp | 67.0%-39.7pp | 67.2%-39.9pp |
| Annual return | 21.87% | 34.69%-12.8pp | 935.43%-913.6pp | 160.62%-138.7pp |
| Employer contribution / active EE | $352 | $1,698-79.3% | $2,723-87.1% | $2,670-86.8% |
| Participant deferral / active EE | $1,698 | $2,990-43.2% | $4,447-61.8% | $4,125-58.8% |
| Admin fee / account holder | $1,037 | $3,577-71.0% | $5,377-80.7% | $5,651-81.7% |