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 | $117,673 | $34,308+243.0% | $74,701+57.5% | $72,985+61.2% |
| Participation rate | 28.4% | 42.4%-14.0pp | 54.5%-26.1pp | 69.5%-41.1pp |
| Annual return | 19.88% | 26.58%-6.7pp | 752.92%-733.0pp | 81.00%-61.1pp |
| Employer contribution / active EE | $503 | $692-27.3% | $1,084-53.6% | $2,440-79.4% |
| Participant deferral / active EE | $1,297 | $1,271+2.0% | $1,964-33.9% | $3,607-64.0% |
| Admin fee / account holder | $1,298 | $2,124-38.9% | $3,333-61.1% | $5,124-74.7% |