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 | $31,310+145.9% | $53,898+42.8% | $74,304+3.6% |
| Participation rate | 18.4% | 30.7%-12.2pp | 55.0%-36.5pp | 60.3%-41.9pp |
| Annual return | 19.03% | 23.16%-4.1pp | 528.60%-509.6pp | 29.43%-10.4pp |
| Employer contribution / active EE | $869 | $450+93.3% | $932-6.7% | $2,241-61.2% |
| Participant deferral / active EE | $1,662 | $934+77.9% | $1,826-9.0% | $3,767-55.9% |
| Admin fee / account holder | $841 | $2,175-61.3% | $2,491-66.2% | $2,969-71.7% |