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 | $111,039 | $53,127+109.0% | $86,590+28.2% | $70,131+58.3% |
| Participation rate | 38.7% | 65.3%-26.6pp | 73.5%-34.9pp | 69.5%-30.9pp |
| Annual return | 23.16% | 27.66%-4.5pp | 964.84%-941.7pp | 73.14%-50.0pp |
| Employer contribution / active EE | $566 | $2,068-72.6% | $2,839-80.1% | $2,342-75.8% |
| Participant deferral / active EE | $3,203 | $2,696+18.8% | $3,609-11.2% | $3,332-3.9% |
| Admin fee / account holder | $5,114 | $3,585+42.6% | $4,906+4.2% | $4,645+10.1% |