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 | $87,171 | $48,795+78.6% | $65,493+33.1% | $84,808+2.8% |
| Participation rate | 48.8% | 67.0%-18.2pp | 73.1%-24.3pp | 68.3%-19.5pp |
| Annual return | 13.75% | 20.20%-6.4pp | 982.45%-968.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $590 | $1,930-69.4% | $2,574-77.1% | $2,631-77.6% |
| Participant deferral / active EE | $3,166 | $2,928+8.1% | $3,961-20.1% | $4,212-24.8% |
| Admin fee / account holder | $2,312 | $3,877-40.4% | $5,028-54.0% | $7,344-68.5% |