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 | $65,156 | $52,279+24.6% | $89,391-27.1% | $79,858-18.4% |
| Participation rate | 59.6% | 57.5%+2.0pp | 68.0%-8.4pp | 69.6%-10.1pp |
| Annual return | 17.43% | 22.16%-4.7pp | 245.62%-228.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $435 | $1,572-72.3% | $2,586-83.2% | $2,471-82.4% |
| Participant deferral / active EE | $3,355 | $2,740+22.5% | $3,890-13.7% | $3,740-10.3% |
| Admin fee / account holder | $1,861 | $3,356-44.6% | $4,881-61.9% | $5,306-64.9% |