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 | $109,943 | $86,944+26.5% | $107,525+2.2% | $74,304+48.0% |
| Participation rate | 25.8% | 59.6%-33.8pp | 75.1%-49.3pp | 60.3%-34.6pp |
| Annual return | 17.19% | 23.52%-6.3pp | 181.32%-164.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $877 | $2,757-68.2% | $3,754-76.6% | $2,241-60.9% |
| Participant deferral / active EE | $1,887 | $3,554-46.9% | $5,116-63.1% | $3,767-49.9% |
| Admin fee / account holder | $2,409 | $3,727-35.3% | $8,919-73.0% | $2,969-18.8% |