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 | $132,295 | $69,207+91.2% | $64,056+106.5% | $139,434-5.1% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 14.82% | 45.88%-31.1pp | 33.69%-18.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $462 | $3,182-85.5% | $2,747-83.2% | $4,751-90.3% |
| Participant deferral / active EE | $2,509 | $4,682-46.4% | $3,880-35.3% | $6,710-62.6% |
| Admin fee / account holder | $1,476 | $4,244-65.2% | $3,068-51.9% | $11,403-87.1% |