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 | $124,872 | $48,046+159.9% | $84,611+47.6% | $72,985+71.1% |
| Participation rate | 37.3% | 57.6%-20.3pp | 68.2%-30.9pp | 69.5%-32.2pp |
| Annual return | 22.67% | 37.38%-14.7pp | 258.74%-236.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $776 | $1,602-51.6% | $2,652-70.8% | $2,440-68.2% |
| Participant deferral / active EE | $1,554 | $2,680-42.0% | $3,899-60.1% | $3,607-56.9% |
| Admin fee / account holder | $3,124 | $3,395-8.0% | $4,912-36.4% | $5,124-39.0% |