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 | $55,578 | $48,795+13.9% | $65,493-15.1% | $84,808-34.5% |
| Participation rate | 52.8% | 67.0%-14.2pp | 73.1%-20.3pp | 68.3%-15.5pp |
| Annual return | 14.45% | 20.20%-5.8pp | 982.45%-968.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $549 | $1,930-71.5% | $2,574-78.7% | $2,631-79.1% |
| Participant deferral / active EE | $2,047 | $2,928-30.1% | $3,961-48.3% | $4,212-51.4% |
| Admin fee / account holder | $3,882 | $3,877+0.1% | $5,028-22.8% | $7,344-47.1% |