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 | $91,396 | $54,705+67.1% | $71,209+28.3% | $84,808+7.8% |
| Participation rate | 42.9% | 64.1%-21.2pp | 73.8%-30.9pp | 68.3%-25.5pp |
| Annual return | 15.48% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $561 | $2,158-74.0% | $2,721-79.4% | $2,631-78.7% |
| Participant deferral / active EE | $2,650 | $3,030-12.5% | $4,175-36.5% | $4,212-37.1% |
| Admin fee / account holder | $1,641 | $4,863-66.3% | $5,349-69.3% | $7,344-77.7% |