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 | $121,343 | $124,319-2.4% | $111,297+9.0% | $167,490-27.6% |
| Participation rate | 17.6% | 79.6%-62.0pp | 77.3%-59.7pp | 82.1%-64.5pp |
| Annual return | 13.65% | 37.44%-23.8pp | 54.65%-41.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $948 | $3,435-72.4% | $2,731-65.3% | $4,837-80.4% |
| Participant deferral / active EE | $1,861 | $5,180-64.1% | $4,487-58.5% | $6,341-70.7% |
| Admin fee / account holder | $7,442 | $10,618-29.9% | $7,964-6.5% | $12,309-39.5% |