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 | $127,759 | $77,634+64.6% | $156,549-18.4% | $62,891+103.1% |
| Participation rate | 37.8% | 71.2%-33.4pp | 84.0%-46.2pp | 69.3%-31.5pp |
| Annual return | 5.78% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $699 | $3,444-79.7% | $5,501-87.3% | $2,281-69.3% |
| Participant deferral / active EE | $2,101 | $3,045-31.0% | $4,871-56.9% | $3,203-34.4% |
| Admin fee / account holder | $2,591 | $5,561-53.4% | $13,027-80.1% | $4,296-39.7% |