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 | $97,727 | $27,915+250.1% | $58,482+67.1% | $75,163+30.0% |
| Participation rate | 21.1% | 38.8%-17.8pp | 50.9%-29.8pp | 67.2%-46.1pp |
| Annual return | 16.41% | 44.20%-27.8pp | 4239.32%-4222.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $782 | $669+16.9% | $1,053-25.8% | $2,670-70.7% |
| Participant deferral / active EE | $5,522 | $1,201+359.7% | $1,924+187.0% | $4,125+33.9% |
| Admin fee / account holder | $4,959 | $1,726+187.3% | $2,516+97.1% | $5,651-12.3% |