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 | $52,622 | $65,561-19.7% | $86,188-38.9% | $75,163-30.0% |
| Participation rate | 68.6% | 60.5%+8.1pp | 69.0%-0.4pp | 67.2%+1.4pp |
| Annual return | 14.48% | 46.05%-31.6pp | 1168.45%-1154.0pp | 160.62%-146.1pp |
| Employer contribution / active EE | $542 | $1,553-65.1% | $2,380-77.2% | $2,670-79.7% |
| Participant deferral / active EE | $1,846 | $3,024-39.0% | $3,985-53.7% | $4,125-55.3% |
| Admin fee / account holder | $5,598 | $5,474+2.3% | $6,852-18.3% | $5,651-0.9% |