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 | $164,714 | $100,773+63.4% | $88,946+85.2% | $142,382+15.7% |
| Participation rate | 60.9% | 74.3%-13.4pp | 68.8%-8.0pp | 80.1%-19.3pp |
| Annual return | 14.26% | 70.18%-55.9pp | 57.82%-43.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $408 | $2,918-86.0% | $2,555-84.0% | $4,299-90.5% |
| Participant deferral / active EE | $2,078 | $5,230-60.3% | $4,581-54.6% | $6,507-68.1% |
| Admin fee / account holder | $2,014 | $9,693-79.2% | $8,261-75.6% | $12,624-84.0% |