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 | $31,310+80.4% | $53,898+4.8% | $74,304-24.0% |
| Participation rate | 13.7% | 30.7%-17.0pp | 55.0%-41.3pp | 60.3%-46.7pp |
| Annual return | 16.52% | 23.16%-6.6pp | 528.60%-512.1pp | 29.43%-12.9pp |
| Employer contribution / active EE | $310 | $450-31.1% | $932-66.8% | $2,241-86.2% |
| Participant deferral / active EE | $777 | $934-16.8% | $1,826-57.5% | $3,767-79.4% |
| Admin fee / account holder | $2,352 | $2,175+8.1% | $2,491-5.6% | $2,969-20.8% |