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 | $42,688 | $41,078+3.9% | $80,569-47.0% | $71,457-40.3% |
| Participation rate | 33.9% | 50.2%-16.3pp | 67.0%-33.1pp | 67.9%-34.0pp |
| Annual return | 15.86% | 38.45%-22.6pp | 935.43%-919.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $640 | $1,506-57.5% | $2,723-76.5% | $2,588-75.3% |
| Participant deferral / active EE | $1,498 | $2,699-44.5% | $4,447-66.3% | $4,289-65.1% |
| Admin fee / account holder | $2,113 | $1,840+14.8% | $5,377-60.7% | $1,587+33.1% |