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 | $76,992 | $29,051+165.0% | $52,425+46.9% | $67,986+13.2% |
| Participation rate | 18.4% | 30.4%-12.0pp | 55.6%-37.2pp | 57.2%-38.8pp |
| Annual return | 19.03% | 24.00%-5.0pp | 302.12%-283.1pp | 31.67%-12.6pp |
| Employer contribution / active EE | $869 | $412+111.1% | $914-4.9% | $2,019-56.9% |
| Participant deferral / active EE | $1,662 | $873+90.3% | $1,790-7.2% | $3,358-50.5% |
| Admin fee / account holder | $841 | $2,113-60.2% | $2,495-66.3% | $3,203-73.7% |