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 | $70,795 | $45,566+55.4% | $64,105+10.4% | $59,632+18.7% |
| Participation rate | 62.7% | 60.2%+2.5pp | 68.2%-5.5pp | 68.7%-6.0pp |
| Annual return | 0.42% | 4.95%-4.5pp | 791.24%-790.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,909 | $934+104.4% | $1,820+4.9% | $2,203-13.3% |
| Participant deferral / active EE | $2,411 | $2,057+17.2% | $2,822-14.6% | $3,192-24.5% |
| Admin fee / account holder | $2,301 | $3,268-29.6% | $4,499-48.9% | $4,297-46.5% |