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 | $95,068 | $78,672+20.8% | $109,143-12.9% | $85,850+10.7% |
| Participation rate | 40.9% | 68.3%-27.4pp | 75.9%-35.0pp | 69.3%-28.4pp |
| Annual return | 12.74% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $986 | $2,735-64.0% | $3,722-73.5% | $2,565-61.6% |
| Participant deferral / active EE | $1,957 | $3,467-43.6% | $4,653-57.9% | $3,952-50.5% |
| Admin fee / account holder | $3,146 | $5,469-42.5% | $6,752-53.4% | $6,260-49.7% |