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 | $137,157 | $39,019+251.5% | $80,716+69.9% | $85,850+59.8% |
| Participation rate | 23.2% | 41.5%-18.3pp | 54.2%-31.0pp | 69.3%-46.1pp |
| Annual return | 12.44% | 26.27%-13.8pp | 87.28%-74.8pp | 318.53%-306.1pp |
| Employer contribution / active EE | $830 | $722+15.0% | $1,160-28.4% | $2,565-67.6% |
| Participant deferral / active EE | $2,142 | $1,326+61.6% | $2,146-0.2% | $3,952-45.8% |
| Admin fee / account holder | $644 | $2,431-73.5% | $3,380-81.0% | $6,260-89.7% |