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 | $51,638+62.2% | $68,368+22.5% | $82,448+1.6% |
| Participation rate | 43.9% | 63.6%-19.8pp | 73.8%-29.9pp | 68.1%-24.2pp |
| Annual return | 20.51% | 37.53%-17.0pp | 292.57%-272.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $564 | $2,047-72.4% | $2,649-78.7% | $2,551-77.9% |
| Participant deferral / active EE | $1,984 | $2,914-31.9% | $4,123-51.9% | $4,139-52.1% |
| Admin fee / account holder | $965 | $4,643-79.2% | $5,150-81.3% | $7,234-86.7% |