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 | $131,712 | $99,985+31.7% | $146,665-10.2% | $85,850+53.4% |
| Participation rate | 36.8% | 73.1%-36.2pp | 80.1%-43.2pp | 69.3%-32.5pp |
| Annual return | 17.60% | 18.93%-1.3pp | 22.74%-5.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,012 | $2,559-60.5% | $4,136-75.5% | $2,565-60.6% |
| Participant deferral / active EE | $2,108 | $4,006-47.4% | $5,506-61.7% | $3,952-46.7% |
| Admin fee / account holder | $9,041 | $7,702+17.4% | $10,280-12.1% | $6,260+44.4% |