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 | $104,688 | $29,660+253.0% | $56,411+85.6% | $80,856+29.5% |
| Participation rate | 47.7% | 41.6%+6.1pp | 52.5%-4.7pp | 67.6%-19.9pp |
| Annual return | 12.32% | 35.23%-22.9pp | 1701.33%-1689.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $971 | $669+45.0% | $1,039-6.5% | $2,755-64.8% |
| Participant deferral / active EE | $3,442 | $1,226+180.7% | $1,952+76.3% | $4,296-19.9% |
| Admin fee / account holder | $2,713 | $2,428+11.8% | $2,829-4.1% | $6,918-60.8% |