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 | $94,848 | $34,308+176.5% | $74,701+27.0% | $72,985+30.0% |
| Participation rate | 37.9% | 42.4%-4.5pp | 54.5%-16.5pp | 69.5%-31.6pp |
| Annual return | 19.23% | 26.58%-7.4pp | 752.92%-733.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $676 | $692-2.3% | $1,084-37.6% | $2,440-72.3% |
| Participant deferral / active EE | $2,372 | $1,271+86.5% | $1,964+20.8% | $3,607-34.3% |
| Admin fee / account holder | $336 | $2,124-84.2% | $3,333-89.9% | $5,124-93.5% |