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 | $61,636 | $70,428-12.5% | $96,562-36.2% | $85,850-28.2% |
| Participation rate | 61.1% | 61.8%-0.7pp | 69.8%-8.7pp | 69.3%-8.2pp |
| Annual return | 17.99% | 18.59%-0.6pp | 37.78%-19.8pp | 318.53%-300.5pp |
| Employer contribution / active EE | $561 | $1,413-60.3% | $2,356-76.2% | $2,565-78.1% |
| Participant deferral / active EE | $4,918 | $2,894+70.0% | $3,849+27.8% | $3,952+24.5% |
| Admin fee / account holder | $2,065 | $4,997-58.7% | $6,181-66.6% | $6,260-67.0% |