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 | $99,502 | $45,312+119.6% | $86,233+15.4% | $67,986+46.4% |
| Participation rate | 11.7% | 42.4%-30.7pp | 69.0%-57.3pp | 57.2%-45.5pp |
| Annual return | 15.50% | 24.79%-9.3pp | 61.39%-45.9pp | 31.67%-16.2pp |
| Employer contribution / active EE | $146 | $1,160-87.4% | $2,504-94.2% | $2,019-92.8% |
| Participant deferral / active EE | $585 | $2,185-73.2% | $4,559-87.2% | $3,358-82.6% |
| Admin fee / account holder | $1,971 | $3,295-40.2% | $8,342-76.4% | $3,203-38.5% |