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 | $123,149 | $96,128+28.1% | $136,007-9.5% | $80,856+52.3% |
| Participation rate | 65.4% | 71.2%-5.9pp | 76.5%-11.1pp | 67.6%-2.3pp |
| Annual return | 15.03% | 28.71%-13.7pp | 579.32%-564.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $769 | $3,351-77.0% | $4,217-81.8% | $2,755-72.1% |
| Participant deferral / active EE | $10,035 | $5,709+75.8% | $7,025+42.9% | $4,296+133.6% |
| Admin fee / account holder | $648 | $8,236-92.1% | $6,858-90.6% | $6,918-90.6% |