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 | $100,840 | $39,019+158.4% | $80,716+24.9% | $85,850+17.5% |
| Participation rate | 61.3% | 41.5%+19.7pp | 54.2%+7.1pp | 69.3%-8.0pp |
| Annual return | 12.15% | 26.27%-14.1pp | 87.28%-75.1pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,026 | $722+42.2% | $1,160-11.5% | $2,565-60.0% |
| Participant deferral / active EE | $4,067 | $1,326+206.8% | $2,146+89.5% | $3,952+2.9% |
| Admin fee / account holder | $6,144 | $2,431+152.8% | $3,380+81.8% | $6,260-1.8% |