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 | $112,536 | $53,127+111.8% | $86,590+30.0% | $70,131+60.5% |
| Participation rate | 14.0% | 65.3%-51.4pp | 73.5%-59.6pp | 69.5%-55.6pp |
| Annual return | 14.30% | 27.66%-13.4pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $464 | $2,068-77.6% | $2,839-83.7% | $2,342-80.2% |
| Participant deferral / active EE | $2,136 | $2,696-20.8% | $3,609-40.8% | $3,332-35.9% |
| Admin fee / account holder | $739 | $3,585-79.4% | $4,906-84.9% | $4,645-84.1% |