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 | $86,251 | $108,172-20.3% | $77,482+11.3% | $158,922-45.7% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | 10.74% | 31.67%-20.9pp | 54.79%-44.0pp | 302.83%-292.1pp |
| Employer contribution / active EE | $73 | $1,325-94.5% | $986-92.6% | $4,761-98.5% |
| Participant deferral / active EE | $295 | $2,456-88.0% | $1,861-84.2% | $5,982-95.1% |
| Admin fee / account holder | $889 | $3,708-76.0% | $2,858-68.9% | $11,246-92.1% |