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 | $101,706 | $60,124+69.2% | $90,404+12.5% | $79,858+27.4% |
| Participation rate | 36.1% | 65.0%-28.9pp | 72.7%-36.6pp | 69.6%-33.5pp |
| Annual return | 30.97% | 71.94%-41.0pp | 1293.02%-1262.0pp | 31.71%-0.7pp |
| Employer contribution / active EE | $911 | $2,068-55.9% | $3,262-72.1% | $2,471-63.1% |
| Participant deferral / active EE | $2,540 | $2,938-13.6% | $3,963-35.9% | $3,740-32.1% |
| Admin fee / account holder | $300 | $3,976-92.5% | $5,611-94.7% | $5,306-94.3% |