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 | $68,657 | $44,960+52.7% | $84,966-19.2% | $74,495-7.8% |
| Participation rate | 18.6% | 49.4%-30.7pp | 67.5%-48.9pp | 67.2%-48.6pp |
| Annual return | 15.82% | 26.24%-10.4pp | 66.38%-50.6pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $533 | $1,457-63.4% | $2,727-80.5% | $2,623-79.7% |
| Participant deferral / active EE | $956 | $2,731-65.0% | $4,519-78.9% | $4,346-78.0% |
| Admin fee / account holder | $1,354 | $2,209-38.7% | $6,149-78.0% | $1,942-30.3% |