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 | $93,415 | $34,308+172.3% | $74,701+25.1% | $72,985+28.0% |
| Participation rate | 27.3% | 42.4%-15.1pp | 54.5%-27.2pp | 69.5%-42.2pp |
| Annual return | 24.11% | 26.58%-2.5pp | 752.92%-728.8pp | 81.00%-56.9pp |
| Employer contribution / active EE | $515 | $692-25.6% | $1,084-52.5% | $2,440-78.9% |
| Participant deferral / active EE | $1,441 | $1,271+13.3% | $1,964-26.6% | $3,607-60.1% |
| Admin fee / account holder | $1,723 | $2,124-18.9% | $3,333-48.3% | $5,124-66.4% |