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 | $78,088 | $27,915+179.7% | $58,482+33.5% | $75,163+3.9% |
| Participation rate | 59.5% | 38.8%+20.7pp | 50.9%+8.7pp | 67.2%-7.7pp |
| Annual return | 15.55% | 44.20%-28.7pp | 4239.32%-4223.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $566 | $669-15.3% | $1,053-46.2% | $2,670-78.8% |
| Participant deferral / active EE | $3,299 | $1,201+174.6% | $1,924+71.5% | $4,125-20.0% |
| Admin fee / account holder | $5,685 | $1,726+229.4% | $2,516+126.0% | $5,651+0.6% |