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 | $121,280 | $54,705+121.7% | $71,209+70.3% | $84,808+43.0% |
| Participation rate | 14.5% | 64.1%-49.6pp | 73.8%-59.3pp | 68.3%-53.8pp |
| Annual return | 16.63% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $511 | $2,158-76.3% | $2,721-81.2% | $2,631-80.6% |
| Participant deferral / active EE | $1,375 | $3,030-54.6% | $4,175-67.1% | $4,212-67.3% |
| Admin fee / account holder | $1,916 | $4,863-60.6% | $5,349-64.2% | $7,344-73.9% |