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 | $116,845 | $89,753+30.2% | $107,525+8.7% | $84,808+37.8% |
| Participation rate | 34.5% | 68.1%-33.5pp | 75.1%-40.5pp | 68.3%-33.8pp |
| Annual return | 19.25% | 29.48%-10.2pp | 181.32%-162.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $973 | $3,113-68.7% | $3,754-74.1% | $2,631-63.0% |
| Participant deferral / active EE | $1,987 | $4,056-51.0% | $5,116-61.2% | $4,212-52.8% |
| Admin fee / account holder | $4,608 | $7,222-36.2% | $8,919-48.3% | $7,344-37.3% |