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 | $104,025 | $49,177+111.5% | $79,464+30.9% | $64,186+62.1% |
| Participation rate | 48.5% | 65.0%-16.5pp | 73.3%-24.9pp | 69.6%-21.1pp |
| Annual return | 8.99% | -1.16%+10.1pp | 718.14%-709.2pp | 7.63%+1.4pp |
| Employer contribution / active EE | $756 | $2,076-63.6% | $2,800-73.0% | $2,381-68.2% |
| Participant deferral / active EE | $1,041 | $2,821-63.1% | $3,704-71.9% | $3,470-70.0% |
| Admin fee / account holder | $23,726 | $3,839+518.1% | $5,113+364.0% | $4,888+385.4% |