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 | $50,186 | $51,576-2.7% | $129,207-61.2% | $80,856-37.9% |
| Participation rate | 60.6% | 57.0%+3.6pp | 69.6%-9.0pp | 67.6%-7.0pp |
| Annual return | 16.25% | 20.81%-4.6pp | 9417.33%-9401.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $394 | $1,584-75.1% | $4,153-90.5% | $2,755-85.7% |
| Participant deferral / active EE | $4,522 | $2,669+69.4% | $4,168+8.5% | $4,296+5.3% |
| Admin fee / account holder | $1,421 | $4,305-67.0% | $7,715-81.6% | $6,918-79.5% |