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 | $47,511 | $45,566+4.3% | $64,105-25.9% | $59,632-20.3% |
| Participation rate | 63.6% | 60.2%+3.5pp | 68.2%-4.5pp | 68.7%-5.0pp |
| Annual return | 3.17% | 4.95%-1.8pp | 791.24%-788.1pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $188 | $934-79.9% | $1,820-89.7% | $2,203-91.5% |
| Participant deferral / active EE | $1,614 | $2,057-21.5% | $2,822-42.8% | $3,192-49.4% |
| Admin fee / account holder | $594 | $3,268-81.8% | $4,499-86.8% | $4,297-86.2% |