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 | $129,674 | $85,022+52.5% | $70,515+83.9% | $139,434-7.0% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.3%-5.8pp | 80.3%-17.8pp |
| Annual return | 12.55% | 30.38%-17.8pp | 32.77%-20.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,415 | $3,909-63.8% | $2,973-52.4% | $4,751-70.2% |
| Participant deferral / active EE | $3,807 | $5,890-35.4% | $4,567-16.6% | $6,710-43.3% |
| Admin fee / account holder | $3,436 | $8,906-61.4% | $6,412-46.4% | $11,403-69.9% |