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 | $46,623 | $49,922-6.6% | $80,569-42.1% | $75,163-38.0% |
| Participation rate | 60.5% | 55.3%+5.2pp | 67.0%-6.5pp | 67.2%-6.7pp |
| Annual return | 16.51% | 34.69%-18.2pp | 935.43%-918.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $980 | $1,698-42.3% | $2,723-64.0% | $2,670-63.3% |
| Participant deferral / active EE | $2,960 | $2,990-1.0% | $4,447-33.4% | $4,125-28.2% |
| Admin fee / account holder | $2,414 | $3,577-32.5% | $5,377-55.1% | $5,651-57.3% |