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 | $127,741 | $60,022+112.8% | $88,946+43.6% | $84,808+50.6% |
| Participation rate | 29.4% | 57.8%-28.4pp | 68.8%-39.4pp | 68.3%-38.9pp |
| Annual return | 42.93% | 22.43%+20.5pp | 57.82%-14.9pp | 40.90%+2.0pp |
| Employer contribution / active EE | $727 | $1,703-57.3% | $2,555-71.5% | $2,631-72.4% |
| Participant deferral / active EE | $1,464 | $3,114-53.0% | $4,581-68.1% | $4,212-65.2% |
| Admin fee / account holder | $31,035 | $4,811+545.1% | $8,261+275.7% | $7,344+322.6% |