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 | $80,988 | $70,908+14.2% | $98,907-18.1% | $73,488+10.2% |
| Participation rate | 43.6% | 73.8%-30.2pp | 76.0%-32.4pp | 70.7%-27.1pp |
| Annual return | 16.19% | 34.17%-18.0pp | 196.43%-180.2pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,195 | $2,036-41.3% | $2,689-55.5% | $2,270-47.3% |
| Participant deferral / active EE | $1,980 | $3,500-43.4% | $4,244-53.3% | $3,740-47.0% |
| Admin fee / account holder | $2,794 | $535+422.4% | $6,642-57.9% | $513+444.6% |