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 | $115,360 | $83,369+38.4% | $105,223+9.6% | $67,986+69.7% |
| Participation rate | 36.4% | 56.3%-19.8pp | 75.0%-38.6pp | 57.2%-20.8pp |
| Annual return | 14.42% | 24.64%-10.2pp | 180.65%-166.2pp | 31.67%-17.2pp |
| Employer contribution / active EE | $841 | $2,541-66.9% | $3,689-77.2% | $2,019-58.4% |
| Participant deferral / active EE | $4,515 | $3,295+37.0% | $5,072-11.0% | $3,358+34.4% |
| Admin fee / account holder | $3,030 | $4,073-25.6% | $8,859-65.8% | $3,203-5.4% |