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 | $117,809 | $27,915+322.0% | $58,482+101.4% | $75,163+56.7% |
| Participation rate | 51.2% | 38.8%+12.4pp | 50.9%+0.4pp | 67.2%-16.0pp |
| Annual return | 16.47% | 44.20%-27.7pp | 4239.32%-4222.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $808 | $669+20.8% | $1,053-23.3% | $2,670-69.7% |
| Participant deferral / active EE | $5,264 | $1,201+338.2% | $1,924+173.6% | $4,125+27.6% |
| Admin fee / account holder | $2,855 | $1,726+65.5% | $2,516+13.5% | $5,651-49.5% |