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 | $111,508 | $77,634+43.6% | $156,549-28.8% | $62,891+77.3% |
| Participation rate | 35.5% | 71.2%-35.7pp | 84.0%-48.5pp | 69.3%-33.8pp |
| Annual return | 7.38% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $644 | $3,444-81.3% | $5,501-88.3% | $2,281-71.8% |
| Participant deferral / active EE | $1,650 | $3,045-45.8% | $4,871-66.1% | $3,203-48.5% |
| Admin fee / account holder | $2,504 | $5,561-55.0% | $13,027-80.8% | $4,296-41.7% |