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 | $83,098 | $96,484-13.9% | $75,886+9.5% | $152,861-45.6% |
| Participation rate | 41.7% | 76.2%-34.5pp | 69.3%-27.6pp | 82.4%-40.8pp |
| Annual return | 23.75% | 33.98%-10.2pp | 30.76%-7.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $760 | $3,309-77.0% | $2,500-69.6% | $4,762-84.0% |
| Participant deferral / active EE | $3,031 | $4,553-33.4% | $3,603-15.9% | $5,850-48.2% |
| Admin fee / account holder | $6,532 | $8,078-19.1% | $5,418+20.6% | $11,596-43.7% |