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 | $93,694 | $63,861+46.7% | $104,607-10.4% | $79,858+17.3% |
| Participation rate | 62.5% | 64.9%-2.4pp | 74.1%-11.6pp | 69.6%-7.1pp |
| Annual return | 18.03% | 21.30%-3.3pp | 340.46%-322.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,343 | $1,588-15.4% | $2,681-49.9% | $2,471-45.6% |
| Participant deferral / active EE | $3,153 | $2,693+17.0% | $3,740-15.7% | $3,740-15.7% |
| Admin fee / account holder | $2,067 | $4,185-50.6% | $6,473-68.1% | $5,306-61.0% |