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 | $94,827 | $46,869+102.3% | $122,332-22.5% | $70,131+35.2% |
| Participation rate | 37.9% | 58.2%-20.3pp | 71.6%-33.7pp | 69.5%-31.6pp |
| Annual return | 15.67% | 24.22%-8.5pp | 30.27%-14.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $644 | $1,288-50.0% | $4,050-84.1% | $2,342-72.5% |
| Participant deferral / active EE | $2,112 | $2,166-2.5% | $3,287-35.7% | $3,332-36.6% |
| Admin fee / account holder | $7,005 | $3,322+110.8% | $5,478+27.9% | $4,645+50.8% |