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 | $94,326 | $63,346+48.9% | $92,233+2.3% | $70,131+34.5% |
| Participation rate | 44.1% | 68.7%-24.6pp | 76.5%-32.4pp | 69.5%-25.4pp |
| Annual return | 19.57% | 530.12%-510.5pp | 176.28%-156.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $828 | $2,471-66.5% | $3,679-77.5% | $2,342-64.6% |
| Participant deferral / active EE | $1,818 | $2,854-36.3% | $3,897-53.3% | $3,332-45.4% |
| Admin fee / account holder | $742 | $3,840-80.7% | $5,194-85.7% | $4,645-84.0% |