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 | $88,735 | $49,922+77.7% | $80,569+10.1% | $75,163+18.1% |
| Participation rate | 47.1% | 55.3%-8.2pp | 67.0%-19.9pp | 67.2%-20.0pp |
| Annual return | 18.93% | 34.69%-15.8pp | 935.43%-916.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $601 | $1,698-64.6% | $2,723-77.9% | $2,670-77.5% |
| Participant deferral / active EE | $2,404 | $2,990-19.6% | $4,447-46.0% | $4,125-41.7% |
| Admin fee / account holder | $991 | $3,577-72.3% | $5,377-81.6% | $5,651-82.5% |