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 | $104,498 | $60,022+74.1% | $88,946+17.5% | $84,808+23.2% |
| Participation rate | 27.9% | 57.8%-30.0pp | 68.8%-41.0pp | 68.3%-40.4pp |
| Annual return | 19.10% | 22.43%-3.3pp | 57.82%-38.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $905 | $1,703-46.8% | $2,555-64.6% | $2,631-65.6% |
| Participant deferral / active EE | $1,320 | $3,114-57.6% | $4,581-71.2% | $4,212-68.7% |
| Admin fee / account holder | $12,607 | $4,811+162.0% | $8,261+52.6% | $7,344+71.7% |