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 | $87,524 | $53,127+64.7% | $86,590+1.1% | $70,131+24.8% |
| Participation rate | 44.4% | 65.3%-20.9pp | 73.5%-29.1pp | 69.5%-25.1pp |
| Annual return | 18.47% | 27.66%-9.2pp | 964.84%-946.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $463 | $2,068-77.6% | $2,839-83.7% | $2,342-80.2% |
| Participant deferral / active EE | $2,875 | $2,696+6.7% | $3,609-20.3% | $3,332-13.7% |
| Admin fee / account holder | $4,717 | $3,585+31.6% | $4,906-3.8% | $4,645+1.5% |