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 | $131,152 | $78,672+66.7% | $109,143+20.2% | $85,850+52.8% |
| Participation rate | 27.5% | 68.3%-40.8pp | 75.9%-48.4pp | 69.3%-41.8pp |
| Annual return | 14.88% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,202 | $2,735-56.0% | $3,722-67.7% | $2,565-53.1% |
| Participant deferral / active EE | $1,708 | $3,467-50.7% | $4,653-63.3% | $3,952-56.8% |
| Admin fee / account holder | $3,293 | $5,469-39.8% | $6,752-51.2% | $6,260-47.4% |