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 | $91,712 | $51,638+77.6% | $68,368+34.1% | $82,448+11.2% |
| Participation rate | 17.6% | 63.6%-46.0pp | 73.8%-56.1pp | 68.1%-50.4pp |
| Annual return | 15.28% | 37.53%-22.2pp | 292.57%-277.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $806 | $2,047-60.6% | $2,649-69.6% | $2,551-68.4% |
| Participant deferral / active EE | $2,062 | $2,914-29.2% | $4,123-50.0% | $4,139-50.2% |
| Admin fee / account holder | $859 | $4,643-81.5% | $5,150-83.3% | $7,234-88.1% |