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 | $85,258 | $49,922+70.8% | $80,569+5.8% | $75,163+13.4% |
| Participation rate | 13.1% | 55.3%-42.2pp | 67.0%-53.9pp | 67.2%-54.1pp |
| Annual return | 16.15% | 34.69%-18.5pp | 935.43%-919.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $422 | $1,698-75.2% | $2,723-84.5% | $2,670-84.2% |
| Participant deferral / active EE | $1,210 | $2,990-59.5% | $4,447-72.8% | $4,125-70.7% |
| Admin fee / account holder | $6,207 | $3,577+73.5% | $5,377+15.4% | $5,651+9.8% |