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 | $96,031 | $65,395+46.8% | $182,532-47.4% | $72,985+31.6% |
| Participation rate | 57.5% | 65.4%-7.9pp | 78.0%-20.4pp | 69.5%-12.0pp |
| Annual return | 22.27% | 27.68%-5.4pp | 148.54%-126.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,144 | $1,911+12.2% | $4,076-47.4% | $2,440-12.1% |
| Participant deferral / active EE | $5,819 | $3,563+63.3% | $5,524+5.3% | $3,607+61.3% |
| Admin fee / account holder | $7,828 | $4,245+84.4% | $8,592-8.9% | $5,124+52.8% |