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 | $50,417 | $48,795+3.3% | $65,493-23.0% | $84,808-40.6% |
| Participation rate | 50.0% | 67.0%-17.0pp | 73.1%-23.1pp | 68.3%-18.3pp |
| Annual return | 16.99% | 20.20%-3.2pp | 982.45%-965.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $693 | $1,930-64.1% | $2,574-73.1% | $2,631-73.7% |
| Participant deferral / active EE | $2,252 | $2,928-23.1% | $3,961-43.1% | $4,212-46.5% |
| Admin fee / account holder | $18,888 | $3,877+387.2% | $5,028+275.6% | $7,344+157.2% |