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 | $57,523 | $24,733+132.6% | $69,647-17.4% | $74,495-22.8% |
| Participation rate | 38.9% | 63.5%-24.6pp | 66.5%-27.6pp | 67.2%-28.3pp |
| Annual return | 12.86% | 18.55%-5.7pp | 100.48%-87.6pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $876 | $1,001-12.5% | $1,712-48.9% | $2,623-66.6% |
| Participant deferral / active EE | $2,362 | $1,901+24.3% | $2,886-18.2% | $4,346-45.6% |
| Admin fee / account holder | $3,102 | $1,892+64.0% | $4,713-34.2% | $1,942+59.7% |