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 | $87,785 | $31,310+180.4% | $53,898+62.9% | $74,304+18.1% |
| Participation rate | 32.8% | 30.7%+2.1pp | 55.0%-22.2pp | 60.3%-27.6pp |
| Annual return | 16.79% | 23.16%-6.4pp | 528.60%-511.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $595 | $450+32.3% | $932-36.2% | $2,241-73.4% |
| Participant deferral / active EE | $1,453 | $934+55.6% | $1,826-20.4% | $3,767-61.4% |
| Admin fee / account holder | $3,570 | $2,175+64.1% | $2,491+43.3% | $2,969+20.3% |