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 | $39,876 | $27,839+43.2% | $58,482-31.8% | $71,457-44.2% |
| Participation rate | 23.5% | 34.5%-11.1pp | 50.9%-27.4pp | 67.9%-44.5pp |
| Annual return | 21.11% | 26.81%-5.7pp | 4239.32%-4218.2pp | 28.85%-7.7pp |
| Employer contribution / active EE | $540 | $631-14.3% | $1,053-48.7% | $2,588-79.1% |
| Participant deferral / active EE | $1,326 | $1,206+9.9% | $1,924-31.1% | $4,289-69.1% |
| Admin fee / account holder | $2,250 | $1,641+37.2% | $2,516-10.6% | $1,587+41.8% |