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 | $108,642 | $44,960+141.6% | $84,966+27.9% | $74,495+45.8% |
| Participation rate | 10.2% | 49.4%-39.1pp | 67.5%-57.3pp | 67.2%-57.0pp |
| Annual return | 19.37% | 26.24%-6.9pp | 66.38%-47.0pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $301 | $1,457-79.4% | $2,727-89.0% | $2,623-88.5% |
| Participant deferral / active EE | $670 | $2,731-75.5% | $4,519-85.2% | $4,346-84.6% |
| Admin fee / account holder | $4,896 | $2,209+121.6% | $6,149-20.4% | $1,942+152.1% |