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 | $87,589 | $53,127+64.9% | $86,590+1.2% | $70,131+24.9% |
| Participation rate | 43.9% | 65.3%-21.4pp | 73.5%-29.6pp | 69.5%-25.6pp |
| Annual return | 19.70% | 27.66%-8.0pp | 964.84%-945.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $265 | $2,068-87.2% | $2,839-90.7% | $2,342-88.7% |
| Participant deferral / active EE | $1,699 | $2,696-37.0% | $3,609-52.9% | $3,332-49.0% |
| Admin fee / account holder | $920 | $3,585-74.4% | $4,906-81.3% | $4,645-80.2% |