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 | $88,432 | $57,354+54.2% | $83,848+5.5% | $64,186+37.8% |
| Participation rate | 40.7% | 68.6%-27.9pp | 76.1%-35.4pp | 69.6%-28.8pp |
| Annual return | 25.59% | 11.38%+14.2pp | 850.88%-825.3pp | 7.63%+18.0pp |
| Employer contribution / active EE | $919 | $2,545-63.9% | $3,631-74.7% | $2,381-61.4% |
| Participant deferral / active EE | $2,170 | $2,993-27.5% | $4,082-46.8% | $3,470-37.5% |
| Admin fee / account holder | $739 | $4,046-81.7% | $5,478-86.5% | $4,888-84.9% |