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 | $111,047 | $39,019+184.6% | $80,716+37.6% | $85,850+29.4% |
| Participation rate | 22.9% | 41.5%-18.7pp | 54.2%-31.3pp | 69.3%-46.4pp |
| Annual return | 12.38% | 26.27%-13.9pp | 87.28%-74.9pp | 318.53%-306.2pp |
| Employer contribution / active EE | $621 | $722-14.0% | $1,160-46.5% | $2,565-75.8% |
| Participant deferral / active EE | $2,293 | $1,326+73.0% | $2,146+6.9% | $3,952-42.0% |
| Admin fee / account holder | $550 | $2,431-77.4% | $3,380-83.7% | $6,260-91.2% |