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 | $77,253 | $27,915+176.7% | $58,482+32.1% | $75,163+2.8% |
| Participation rate | 46.3% | 38.8%+7.5pp | 50.9%-4.5pp | 67.2%-20.9pp |
| Annual return | 19.84% | 44.20%-24.4pp | 4239.32%-4219.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $975 | $669+45.7% | $1,053-7.4% | $2,670-63.5% |
| Participant deferral / active EE | $1,808 | $1,201+50.5% | $1,924-6.0% | $4,125-56.2% |
| Admin fee / account holder | $2,079 | $1,726+20.5% | $2,516-17.4% | $5,651-63.2% |