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 | $15,362 | $49,922-69.2% | $80,569-80.9% | $75,163-79.6% |
| Participation rate | 66.7% | 55.3%+11.4pp | 67.0%-0.3pp | 67.2%-0.5pp |
| Annual return | 17.45% | 34.69%-17.2pp | 935.43%-918.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,107 | $1,698+24.1% | $2,723-22.6% | $2,670-21.1% |
| Participant deferral / active EE | $2,786 | $2,990-6.8% | $4,447-37.4% | $4,125-32.5% |
| Admin fee / account holder | $1,113 | $3,577-68.9% | $5,377-79.3% | $5,651-80.3% |