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 | $128,870 | $53,127+142.6% | $86,590+48.8% | $70,131+83.8% |
| Participation rate | 12.1% | 65.3%-53.2pp | 73.5%-61.4pp | 69.5%-57.4pp |
| Annual return | 16.33% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $661 | $2,068-68.0% | $2,839-76.7% | $2,342-71.8% |
| Participant deferral / active EE | $1,432 | $2,696-46.9% | $3,609-60.3% | $3,332-57.0% |
| Admin fee / account holder | $2,063 | $3,585-42.5% | $4,906-58.0% | $4,645-55.6% |