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 | $60,944 | $31,310+94.6% | $53,898+13.1% | $74,304-18.0% |
| Participation rate | 47.5% | 30.7%+16.8pp | 55.0%-7.5pp | 60.3%-12.9pp |
| Annual return | 17.20% | 23.16%-6.0pp | 528.60%-511.4pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,074 | $450+138.8% | $932+15.2% | $2,241-52.1% |
| Participant deferral / active EE | $3,356 | $934+259.2% | $1,826+83.8% | $3,767-10.9% |
| Admin fee / account holder | $3,696 | $2,175+69.9% | $2,491+48.4% | $2,969+24.5% |