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 | $63,850 | $45,312+40.9% | $86,233-26.0% | $67,986-6.1% |
| Participation rate | 19.3% | 42.4%-23.2pp | 69.0%-49.8pp | 57.2%-38.0pp |
| Annual return | 15.32% | 24.79%-9.5pp | 61.39%-46.1pp | 31.67%-16.3pp |
| Employer contribution / active EE | $217 | $1,160-81.3% | $2,504-91.3% | $2,019-89.2% |
| Participant deferral / active EE | $1,260 | $2,185-42.3% | $4,559-72.4% | $3,358-62.5% |
| Admin fee / account holder | $1,459 | $3,295-55.7% | $8,342-82.5% | $3,203-54.4% |