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 | $123,536 | $86,286+43.2% | $111,297+11.0% | $85,850+43.9% |
| Participation rate | 48.5% | 73.3%-24.8pp | 77.3%-28.8pp | 69.3%-20.8pp |
| Annual return | 17.74% | 19.99%-2.2pp | 54.65%-36.9pp | 318.53%-300.8pp |
| Employer contribution / active EE | $713 | $2,043-65.1% | $2,731-73.9% | $2,565-72.2% |
| Participant deferral / active EE | $2,679 | $3,641-26.4% | $4,487-40.3% | $3,952-32.2% |
| Admin fee / account holder | $316 | $8,188-96.1% | $7,964-96.0% | $6,260-95.0% |