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 | $111,510 | $29,667+275.9% | $56,441+97.6% | $80,874+37.9% |
| Participation rate | 45.3% | 41.7%+3.7pp | 52.5%-7.1pp | 67.6%-22.3pp |
| Annual return | 14.51% | 35.22%-20.7pp | 1704.21%-1689.7pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,281 | $669+91.4% | $1,039+23.3% | $2,756-53.5% |
| Participant deferral / active EE | $2,767 | $1,227+125.6% | $1,953+41.7% | $4,297-35.6% |
| Admin fee / account holder | $472 | $2,429-80.6% | $2,829-83.3% | $6,935-93.2% |