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 | $74,490 | $53,127+40.2% | $86,590-14.0% | $70,131+6.2% |
| Participation rate | 20.4% | 65.3%-44.9pp | 73.5%-53.2pp | 69.5%-49.2pp |
| Annual return | 15.60% | 27.66%-12.1pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $475 | $2,068-77.1% | $2,839-83.3% | $2,342-79.7% |
| Participant deferral / active EE | $860 | $2,696-68.1% | $3,609-76.2% | $3,332-74.2% |
| Admin fee / account holder | $1,689 | $3,585-52.9% | $4,906-65.6% | $4,645-63.6% |