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 | $87,289 | $52,279+67.0% | $89,391-2.4% | $79,858+9.3% |
| Participation rate | 29.1% | 57.5%-28.4pp | 68.0%-38.9pp | 69.6%-40.5pp |
| Annual return | 14.64% | 22.16%-7.5pp | 245.62%-231.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $487 | $1,572-69.0% | $2,586-81.2% | $2,471-80.3% |
| Participant deferral / active EE | $1,630 | $2,740-40.5% | $3,890-58.1% | $3,740-56.4% |
| Admin fee / account holder | $10,523 | $3,356+213.5% | $4,881+115.6% | $5,306+98.3% |