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 | $138,719 | $100,773+37.7% | $88,946+56.0% | $142,382-2.6% |
| Participation rate | 22.7% | 74.3%-51.6pp | 68.8%-46.1pp | 80.1%-57.4pp |
| Annual return | 14.98% | 70.18%-55.2pp | 57.82%-42.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $382 | $2,918-86.9% | $2,555-85.0% | $4,299-91.1% |
| Participant deferral / active EE | $1,843 | $5,230-64.8% | $4,581-59.8% | $6,507-71.7% |
| Admin fee / account holder | $1,428 | $9,693-85.3% | $8,261-82.7% | $12,624-88.7% |