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 | $78,259 | $34,308+128.1% | $74,701+4.8% | $72,985+7.2% |
| Participation rate | 64.8% | 42.4%+22.4pp | 54.5%+10.4pp | 69.5%-4.7pp |
| Annual return | 21.04% | 26.58%-5.5pp | 752.92%-731.9pp | 81.00%-60.0pp |
| Employer contribution / active EE | $892 | $692+29.0% | $1,084-17.7% | $2,440-63.4% |
| Participant deferral / active EE | $1,220 | $1,271-4.0% | $1,964-37.9% | $3,607-66.2% |
| Admin fee / account holder | $2,405 | $2,124+13.2% | $3,333-27.8% | $5,124-53.1% |