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 | $59,722 | $56,114+6.4% | $96,139-37.9% | $85,850-30.4% |
| Participation rate | 64.4% | 56.7%+7.6pp | 68.4%-4.1pp | 69.3%-4.9pp |
| Annual return | 25.47% | 42.30%-16.8pp | 191.94%-166.5pp | 318.53%-293.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,091 | $2,859-61.9% | $4,349-74.9% | $3,952-72.4% |
| Admin fee / account holder | $6,247 | $3,768+65.8% | $5,537+12.8% | $6,260-0.2% |