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 | $78,717 | $52,279+50.6% | $89,391-11.9% | $79,858-1.4% |
| Participation rate | 32.0% | 57.5%-25.5pp | 68.0%-36.0pp | 69.6%-37.6pp |
| Annual return | 12.34% | 22.16%-9.8pp | 245.62%-233.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $875 | $1,572-44.3% | $2,586-66.2% | $2,471-64.6% |
| Participant deferral / active EE | $1,770 | $2,740-35.4% | $3,890-54.5% | $3,740-52.7% |
| Admin fee / account holder | $1,109 | $3,356-67.0% | $4,881-77.3% | $5,306-79.1% |