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 | $126,425 | $54,705+131.1% | $71,209+77.5% | $84,808+49.1% |
| Participation rate | 27.7% | 64.1%-36.4pp | 73.8%-46.1pp | 68.3%-40.7pp |
| Annual return | 29.73% | 35.90%-6.2pp | 282.51%-252.8pp | 40.90%-11.2pp |
| Employer contribution / active EE | $485 | $2,158-77.5% | $2,721-82.2% | $2,631-81.6% |
| Participant deferral / active EE | $1,488 | $3,030-50.9% | $4,175-64.4% | $4,212-64.7% |
| Admin fee / account holder | $2,400 | $4,863-50.7% | $5,349-55.1% | $7,344-67.3% |