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 | $36,775 | $29,660+24.0% | $56,411-34.8% | $80,856-54.5% |
| Participation rate | 40.5% | 41.6%-1.1pp | 52.5%-11.9pp | 67.6%-27.1pp |
| Annual return | 11.41% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,646 | $669+145.9% | $1,039+58.5% | $2,755-40.3% |
| Participant deferral / active EE | $3,848 | $1,226+213.9% | $1,952+97.1% | $4,296-10.4% |
| Admin fee / account holder | $703 | $2,428-71.0% | $2,829-75.1% | $6,918-89.8% |