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 | $126,036 | $54,705+130.4% | $71,209+77.0% | $84,808+48.6% |
| Participation rate | 22.4% | 64.1%-41.6pp | 73.8%-51.3pp | 68.3%-45.9pp |
| Annual return | 15.06% | 35.90%-20.8pp | 282.51%-267.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $930 | $2,158-56.9% | $2,721-65.8% | $2,631-64.7% |
| Participant deferral / active EE | $1,915 | $3,030-36.8% | $4,175-54.1% | $4,212-54.5% |
| Admin fee / account holder | $632 | $4,863-87.0% | $5,349-88.2% | $7,344-91.4% |