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 | $71,603 | $29,660+141.4% | $56,411+26.9% | $80,856-11.4% |
| Participation rate | 28.2% | 41.6%-13.4pp | 52.5%-24.3pp | 67.6%-39.4pp |
| Annual return | 13.82% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $147 | $669-78.0% | $1,039-85.8% | $2,755-94.6% |
| Participant deferral / active EE | $1,047 | $1,226-14.6% | $1,952-46.3% | $4,296-75.6% |
| Admin fee / account holder | $1,748 | $2,428-28.0% | $2,829-38.2% | $6,918-74.7% |