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 | $98,039 | $58,512+67.6% | $84,015+16.7% | $72,985+34.3% |
| Participation rate | 67.3% | 61.2%+6.1pp | 69.0%-1.7pp | 69.5%-2.1pp |
| Annual return | 40.00% | 28.93%+11.1pp | 71.31%-31.3pp | 81.00%-41.0pp |
| Employer contribution / active EE | $1,162 | $1,163-0.1% | $1,983-41.4% | $2,440-52.4% |
| Participant deferral / active EE | $3,566 | $2,394+49.0% | $3,239+10.1% | $3,607-1.1% |
| Admin fee / account holder | $19,763 | $4,569+332.6% | $6,101+224.0% | $5,124+285.7% |