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 | $99,220 | $51,638+92.1% | $68,368+45.1% | $82,448+20.3% |
| Participation rate | 38.6% | 63.6%-25.0pp | 73.8%-35.2pp | 68.1%-29.5pp |
| Annual return | 18.86% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,349 | $2,914+14.9% | $4,123-18.8% | $4,139-19.1% |
| Admin fee / account holder | $463 | $4,643-90.0% | $5,150-91.0% | $7,234-93.6% |