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 | $63,267 | $52,279+21.0% | $89,391-29.2% | $79,858-20.8% |
| Participation rate | 20.6% | 57.5%-36.9pp | 68.0%-47.3pp | 69.6%-49.0pp |
| Annual return | 18.77% | 22.16%-3.4pp | 245.62%-226.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $400 | $1,572-74.5% | $2,586-84.5% | $2,471-83.8% |
| Participant deferral / active EE | $1,133 | $2,740-58.7% | $3,890-70.9% | $3,740-69.7% |
| Admin fee / account holder | $640 | $3,356-80.9% | $4,881-86.9% | $5,306-87.9% |