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 | $124,487 | $51,638+141.1% | $68,368+82.1% | $82,448+51.0% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 19.81% | 37.53%-17.7pp | 292.57%-272.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $843 | $2,047-58.8% | $2,649-68.2% | $2,551-67.0% |
| Participant deferral / active EE | $2,181 | $2,914-25.1% | $4,123-47.1% | $4,139-47.3% |
| Admin fee / account holder | $1,298 | $4,643-72.0% | $5,150-74.8% | $7,234-82.1% |