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 | $67,517 | $52,279+29.1% | $89,391-24.5% | $79,858-15.5% |
| Participation rate | 56.0% | 57.5%-1.5pp | 68.0%-12.0pp | 69.6%-13.6pp |
| Annual return | 65.94% | 22.16%+43.8pp | 245.62%-179.7pp | 31.71%+34.2pp |
| Employer contribution / active EE | $734 | $1,572-53.3% | $2,586-71.6% | $2,471-70.3% |
| Participant deferral / active EE | $2,461 | $2,740-10.2% | $3,890-36.7% | $3,740-34.2% |
| Admin fee / account holder | $7,083 | $3,356+111.0% | $4,881+45.1% | $5,306+33.5% |