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 | $108,865 | $58,512+86.1% | $84,015+29.6% | $72,985+49.2% |
| Participation rate | 20.2% | 61.2%-41.0pp | 69.0%-48.8pp | 69.5%-49.3pp |
| Annual return | 23.50% | 28.93%-5.4pp | 71.31%-47.8pp | 81.00%-57.5pp |
| Employer contribution / active EE | $470 | $1,163-59.6% | $1,983-76.3% | $2,440-80.7% |
| Participant deferral / active EE | $1,222 | $2,394-49.0% | $3,239-62.3% | $3,607-66.1% |
| Admin fee / account holder | $1,896 | $4,569-58.5% | $6,101-68.9% | $5,124-63.0% |