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 | $56,474 | $29,051+94.4% | $52,425+7.7% | $67,986-16.9% |
| Participation rate | 13.7% | 30.4%-16.7pp | 55.6%-41.9pp | 57.2%-43.5pp |
| Annual return | 16.52% | 24.00%-7.5pp | 302.12%-285.6pp | 31.67%-15.1pp |
| Employer contribution / active EE | $310 | $412-24.8% | $914-66.1% | $2,019-84.7% |
| Participant deferral / active EE | $777 | $873-11.0% | $1,790-56.6% | $3,358-76.9% |
| Admin fee / account holder | $2,352 | $2,113+11.3% | $2,495-5.7% | $3,203-26.6% |