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 | $99,118 | $70,606+40.4% | $53,898+83.9% | $142,382-30.4% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 12.57% | 619.81%-607.2pp | 528.60%-516.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,256 | $1,202+4.5% | $932+34.7% | $4,299-70.8% |
| Participant deferral / active EE | $2,744 | $2,364+16.1% | $1,826+50.2% | $6,507-57.8% |
| Admin fee / account holder | $1,523 | $2,852-46.6% | $2,491-38.9% | $12,624-87.9% |