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 | $58,760 | $48,364+21.5% | $71,796-18.2% | $62,891-6.6% |
| Participation rate | 57.6% | 60.6%-3.0pp | 69.1%-11.5pp | 69.3%-11.7pp |
| Annual return | 5.61% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $763 | $1,042-26.8% | $1,924-60.4% | $2,281-66.6% |
| Participant deferral / active EE | $2,418 | $2,091+15.6% | $2,794-13.5% | $3,203-24.5% |
| Admin fee / account holder | $905 | $3,771-76.0% | $4,815-81.2% | $4,296-78.9% |