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 | $52,724 | $29,660+77.8% | $56,411-6.5% | $80,856-34.8% |
| Participation rate | 32.4% | 41.6%-9.2pp | 52.5%-20.0pp | 67.6%-35.2pp |
| Annual return | 13.88% | 35.23%-21.3pp | 1701.33%-1687.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $578 | $669-13.7% | $1,039-44.4% | $2,755-79.0% |
| Participant deferral / active EE | $1,494 | $1,226+21.9% | $1,952-23.5% | $4,296-65.2% |
| Admin fee / account holder | $3,946 | $2,428+62.5% | $2,829+39.5% | $6,918-43.0% |