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 | $72,055 | $85,202-15.4% | $172,739-58.3% | $72,985-1.3% |
| Participation rate | 27.5% | 70.1%-42.6pp | 82.6%-55.1pp | 69.5%-42.0pp |
| Annual return | 28.03% | 27.32%+0.7pp | 802.84%-774.8pp | 81.00%-53.0pp |
| Employer contribution / active EE | $736 | $3,324-77.8% | $5,143-85.7% | $2,440-69.8% |
| Participant deferral / active EE | $2,230 | $3,260-31.6% | $5,198-57.1% | $3,607-38.2% |
| Admin fee / account holder | $9,305 | $5,884+58.1% | $13,954-33.3% | $5,124+81.6% |