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 | $83,770 | $54,705+53.1% | $71,209+17.6% | $84,808-1.2% |
| Participation rate | 43.9% | 64.1%-20.2pp | 73.8%-29.9pp | 68.3%-24.5pp |
| Annual return | 20.51% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $564 | $2,158-73.9% | $2,721-79.3% | $2,631-78.6% |
| Participant deferral / active EE | $1,984 | $3,030-34.5% | $4,175-52.5% | $4,212-52.9% |
| Admin fee / account holder | $965 | $4,863-80.2% | $5,349-82.0% | $7,344-86.9% |