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 | $75,411 | $100,773-25.2% | $88,946-15.2% | $142,382-47.0% |
| Participation rate | 16.7% | 74.3%-57.6pp | 68.8%-52.2pp | 80.1%-63.5pp |
| Annual return | 18.52% | 70.18%-51.7pp | 57.82%-39.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $421 | $2,918-85.6% | $2,555-83.5% | $4,299-90.2% |
| Participant deferral / active EE | $1,126 | $5,230-78.5% | $4,581-75.4% | $6,507-82.7% |
| Admin fee / account holder | $12,080 | $9,693+24.6% | $8,261+46.2% | $12,624-4.3% |