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 | $64,570 | $37,426+72.5% | $77,482-16.7% | $79,858-19.1% |
| Participation rate | 9.3% | 41.5%-32.2pp | 54.2%-44.9pp | 69.6%-60.3pp |
| Annual return | 19.38% | 39.70%-20.3pp | 54.79%-35.4pp | 31.71%-12.3pp |
| Employer contribution / active EE | $187 | $637-70.6% | $986-81.0% | $2,471-92.4% |
| Participant deferral / active EE | $721 | $1,260-42.8% | $1,861-61.3% | $3,740-80.7% |
| Admin fee / account holder | $431 | $2,504-82.8% | $2,858-84.9% | $5,306-91.9% |