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 | $58,306 | $58,926-1.1% | $97,226-40.0% | $74,495-21.7% |
| Participation rate | 51.3% | 63.5%-12.2pp | 72.7%-21.4pp | 67.2%-15.9pp |
| Annual return | 18.62% | 16.04%+2.6pp | 75.13%-56.5pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $813 | $1,894-57.1% | $2,729-70.2% | $2,623-69.0% |
| Participant deferral / active EE | $5,730 | $3,664+56.4% | $4,264+34.4% | $4,346+31.9% |
| Admin fee / account holder | $3,796 | $1,974+92.3% | $5,654-32.9% | $1,942+95.5% |