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 | $66,305 | $29,319+126.1% | $52,425+26.5% | $82,448-19.6% |
| Participation rate | 24.0% | 46.9%-22.9pp | 55.6%-31.6pp | 68.1%-44.1pp |
| Annual return | 18.36% | 535.20%-516.8pp | 302.12%-283.8pp | 41.64%-23.3pp |
| Employer contribution / active EE | $521 | $586-11.2% | $914-43.1% | $2,551-79.6% |
| Participant deferral / active EE | $1,014 | $1,171-13.4% | $1,790-43.4% | $4,139-75.5% |
| Admin fee / account holder | $1,004 | $1,962-48.8% | $2,495-59.8% | $7,234-86.1% |