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 | $120,682 | $37,426+222.5% | $77,482+55.8% | $79,858+51.1% |
| Participation rate | 21.0% | 41.5%-20.5pp | 54.2%-33.2pp | 69.6%-48.7pp |
| Annual return | 22.41% | 39.70%-17.3pp | 54.79%-32.4pp | 31.71%-9.3pp |
| Employer contribution / active EE | $693 | $637+8.9% | $986-29.7% | $2,471-71.9% |
| Participant deferral / active EE | $1,921 | $1,260+52.5% | $1,861+3.2% | $3,740-48.6% |
| Admin fee / account holder | $19,668 | $2,504+685.5% | $2,858+588.2% | $5,306+270.6% |