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 | $117,929 | $53,127+122.0% | $86,590+36.2% | $70,131+68.2% |
| Participation rate | 66.1% | 65.3%+0.8pp | 73.5%-7.5pp | 69.5%-3.5pp |
| Annual return | 16.05% | 27.66%-11.6pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,195 | $2,068-42.2% | $2,839-57.9% | $2,342-49.0% |
| Participant deferral / active EE | $6,518 | $2,696+141.8% | $3,609+80.6% | $3,332+95.6% |
| Admin fee / account holder | $2,483 | $3,585-30.7% | $4,906-49.4% | $4,645-46.5% |