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 | $84,433 | $70,428+19.9% | $96,562-12.6% | $85,850-1.6% |
| Participation rate | 46.8% | 61.8%-15.0pp | 69.8%-23.0pp | 69.3%-22.5pp |
| Annual return | 12.07% | 18.59%-6.5pp | 37.78%-25.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $940 | $1,413-33.5% | $2,356-60.1% | $2,565-63.4% |
| Participant deferral / active EE | $2,758 | $2,894-4.7% | $3,849-28.4% | $3,952-30.2% |
| Admin fee / account holder | $781 | $4,997-84.4% | $6,181-87.4% | $6,260-87.5% |