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 | $89,960 | $56,053+60.5% | $75,972+18.4% | $80,856+11.3% |
| Participation rate | 52.4% | 62.0%-9.7pp | 69.1%-16.7pp | 67.6%-15.3pp |
| Annual return | 12.86% | 20.53%-7.7pp | 359.55%-346.7pp | 35.59%-22.7pp |
| Employer contribution / active EE | $785 | $1,874-58.1% | $2,685-70.8% | $2,755-71.5% |
| Participant deferral / active EE | $4,868 | $3,052+59.5% | $4,255+14.4% | $4,296+13.3% |
| Admin fee / account holder | $6,512 | $5,234+24.4% | $6,467+0.7% | $6,918-5.9% |