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 | $102,430 | $49,922+105.2% | $80,569+27.1% | $75,163+36.3% |
| Participation rate | 40.7% | 55.3%-14.6pp | 67.0%-26.3pp | 67.2%-26.5pp |
| Annual return | 14.56% | 34.69%-20.1pp | 935.43%-920.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $627 | $1,698-63.1% | $2,723-77.0% | $2,670-76.5% |
| Participant deferral / active EE | $1,760 | $2,990-41.2% | $4,447-60.4% | $4,125-57.3% |
| Admin fee / account holder | $2,312 | $3,577-35.4% | $5,377-57.0% | $5,651-59.1% |