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 | $85,519 | $51,638+65.6% | $68,368+25.1% | $82,448+3.7% |
| Participation rate | 55.2% | 63.6%-8.4pp | 73.8%-18.6pp | 68.1%-12.9pp |
| Annual return | 17.96% | 37.53%-19.6pp | 292.57%-274.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $329 | $2,047-83.9% | $2,649-87.6% | $2,551-87.1% |
| Participant deferral / active EE | $1,355 | $2,914-53.5% | $4,123-67.1% | $4,139-67.3% |
| Admin fee / account holder | $9,938 | $4,643+114.0% | $5,150+93.0% | $7,234+37.4% |