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 | $116,246 | $54,705+112.5% | $71,209+63.2% | $84,808+37.1% |
| Participation rate | 46.4% | 64.1%-17.6pp | 73.8%-27.3pp | 68.3%-21.9pp |
| Annual return | 14.85% | 35.90%-21.0pp | 282.51%-267.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $562 | $2,158-74.0% | $2,721-79.3% | $2,631-78.6% |
| Participant deferral / active EE | $1,442 | $3,030-52.4% | $4,175-65.5% | $4,212-65.8% |
| Admin fee / account holder | $769 | $4,863-84.2% | $5,349-85.6% | $7,344-89.5% |