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 | $116,439 | $86,944+33.9% | $107,525+8.3% | $74,304+56.7% |
| Participation rate | 18.1% | 59.6%-41.4pp | 75.1%-57.0pp | 60.3%-42.2pp |
| Annual return | 14.96% | 23.52%-8.6pp | 181.32%-166.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $796 | $2,757-71.1% | $3,754-78.8% | $2,241-64.5% |
| Participant deferral / active EE | $2,351 | $3,554-33.8% | $5,116-54.0% | $3,767-37.6% |
| Admin fee / account holder | $10,915 | $3,727+192.9% | $8,919+22.4% | $2,969+267.7% |