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 | $101,835 | $65,041+56.6% | $90,951+12.0% | $79,858+27.5% |
| Participation rate | 52.4% | 61.6%-9.2pp | 69.0%-16.6pp | 69.6%-17.3pp |
| Annual return | 11.19% | 30.45%-19.3pp | 134.60%-123.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $910 | $1,247-27.0% | $2,122-57.1% | $2,471-63.2% |
| Participant deferral / active EE | $2,805 | $2,512+11.7% | $3,373-16.8% | $3,740-25.0% |
| Admin fee / account holder | $13,568 | $4,536+199.1% | $5,959+127.7% | $5,306+155.7% |