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 | $123,931 | $72,277+71.5% | $101,248+22.4% | $79,858+55.2% |
| Participation rate | 31.3% | 68.5%-37.2pp | 75.8%-44.6pp | 69.6%-38.4pp |
| Annual return | 19.41% | 22.30%-2.9pp | 46.47%-27.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,076 | $2,692-60.0% | $3,660-70.6% | $2,471-56.5% |
| Participant deferral / active EE | $2,511 | $3,282-23.5% | $4,370-42.6% | $3,740-32.9% |
| Admin fee / account holder | $9,121 | $4,400+107.3% | $5,945+53.4% | $5,306+71.9% |