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 | $36,689 | $67,823-45.9% | $52,425-30.0% | $137,256-73.3% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 13.28% | 219.11%-205.8pp | 302.12%-288.8pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,064 | $1,163-8.5% | $914+16.4% | $4,156-74.4% |
| Participant deferral / active EE | $2,347 | $2,288+2.6% | $1,790+31.1% | $6,407-63.4% |
| Admin fee / account holder | $594 | $2,844-79.1% | $2,495-76.2% | $12,270-95.2% |