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 | $94,502 | $58,208+62.4% | $81,812+15.5% | $80,856+16.9% |
| Participation rate | 28.6% | 63.4%-34.8pp | 72.3%-43.8pp | 67.6%-39.1pp |
| Annual return | 18.43% | 41.66%-23.2pp | 773.79%-755.4pp | 35.59%-17.2pp |
| Employer contribution / active EE | $558 | $2,340-76.1% | $2,912-80.8% | $2,755-79.7% |
| Participant deferral / active EE | $1,690 | $3,281-48.5% | $4,319-60.9% | $4,296-60.7% |
| Admin fee / account holder | $2,229 | $4,981-55.3% | $7,386-69.8% | $6,918-67.8% |