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 | $98,683 | $54,705+80.4% | $71,209+38.6% | $84,808+16.4% |
| Participation rate | 40.5% | 64.1%-23.6pp | 73.8%-33.2pp | 68.3%-27.8pp |
| Annual return | 14.59% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $851 | $2,158-60.5% | $2,721-68.7% | $2,631-67.6% |
| Participant deferral / active EE | $1,979 | $3,030-34.7% | $4,175-52.6% | $4,212-53.0% |
| Admin fee / account holder | $2,140 | $4,863-56.0% | $5,349-60.0% | $7,344-70.9% |