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 | $81,786 | $48,795+67.6% | $65,493+24.9% | $84,808-3.6% |
| Participation rate | 54.4% | 67.0%-12.6pp | 73.1%-18.7pp | 68.3%-13.9pp |
| Annual return | 17.04% | 20.20%-3.2pp | 982.45%-965.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $551 | $1,930-71.5% | $2,574-78.6% | $2,631-79.1% |
| Participant deferral / active EE | $2,648 | $2,928-9.6% | $3,961-33.1% | $4,212-37.1% |
| Admin fee / account holder | $11,711 | $3,877+202.1% | $5,028+132.9% | $7,344+59.5% |