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 | $59,284 | $52,279+13.4% | $89,391-33.7% | $79,858-25.8% |
| Participation rate | 56.9% | 57.5%-0.6pp | 68.0%-11.0pp | 69.6%-12.7pp |
| Annual return | 14.41% | 22.16%-7.8pp | 245.62%-231.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $947 | $1,572-39.7% | $2,586-63.4% | $2,471-61.7% |
| Participant deferral / active EE | $2,600 | $2,740-5.1% | $3,890-33.1% | $3,740-30.5% |
| Admin fee / account holder | $7,663 | $3,356+128.3% | $4,881+57.0% | $5,306+44.4% |