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 | $103,709 | $65,041+59.5% | $90,951+14.0% | $79,858+29.9% |
| Participation rate | 28.2% | 61.6%-33.4pp | 69.0%-40.8pp | 69.6%-41.4pp |
| Annual return | 18.41% | 30.45%-12.0pp | 134.60%-116.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $498 | $1,247-60.1% | $2,122-76.6% | $2,471-79.9% |
| Participant deferral / active EE | $1,329 | $2,512-47.1% | $3,373-60.6% | $3,740-64.5% |
| Admin fee / account holder | $1,306 | $4,536-71.2% | $5,959-78.1% | $5,306-75.4% |