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 | $90,260 | $24,730+265.0% | $66,042+36.7% | $84,808+6.4% |
| Participation rate | 53.0% | 68.1%-15.1pp | 67.5%-14.5pp | 68.3%-15.3pp |
| Annual return | 14.18% | 79.55%-65.4pp | 52.11%-37.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $337 | $857-60.6% | $1,579-78.7% | $2,631-87.2% |
| Participant deferral / active EE | $1,808 | $1,737+4.1% | $2,835-36.2% | $4,212-57.1% |
| Admin fee / account holder | $4,200 | $3,014+39.4% | $5,747-26.9% | $7,344-42.8% |