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 | $93,667 | $63,346+47.9% | $92,233+1.6% | $70,131+33.6% |
| Participation rate | 40.7% | 68.7%-27.9pp | 76.5%-35.7pp | 69.5%-28.8pp |
| Annual return | 21.07% | 530.12%-509.0pp | 176.28%-155.2pp | 73.14%-52.1pp |
| Employer contribution / active EE | $763 | $2,471-69.1% | $3,679-79.3% | $2,342-67.4% |
| Participant deferral / active EE | $2,280 | $2,854-20.1% | $3,897-41.5% | $3,332-31.6% |
| Admin fee / account holder | $442 | $3,840-88.5% | $5,194-91.5% | $4,645-90.5% |