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 | $129,281 | $67,823+90.6% | $52,425+146.6% | $137,256-5.8% |
| Participation rate | 18.8% | 63.9%-45.2pp | 55.6%-36.9pp | 80.0%-61.2pp |
| Annual return | 23.24% | 219.11%-195.9pp | 302.12%-278.9pp | 220.34%-197.1pp |
| Employer contribution / active EE | $453 | $1,163-61.1% | $914-50.5% | $4,156-89.1% |
| Participant deferral / active EE | $1,779 | $2,288-22.3% | $1,790-0.7% | $6,407-72.2% |
| Admin fee / account holder | $1,547 | $2,844-45.6% | $2,495-38.0% | $12,270-87.4% |