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 | $105,218 | $52,279+101.3% | $89,391+17.7% | $79,858+31.8% |
| Participation rate | 17.6% | 57.5%-40.0pp | 68.0%-50.4pp | 69.6%-52.1pp |
| Annual return | 18.09% | 22.16%-4.1pp | 245.62%-227.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $416 | $1,572-73.5% | $2,586-83.9% | $2,471-83.2% |
| Participant deferral / active EE | $1,025 | $2,740-62.6% | $3,890-73.6% | $3,740-72.6% |
| Admin fee / account holder | $6,004 | $3,356+78.9% | $4,881+23.0% | $5,306+13.1% |