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 | $115,217 | $86,929+32.5% | $102,423+12.5% | $80,856+42.5% |
| Participation rate | 35.9% | 72.4%-36.5pp | 76.5%-40.6pp | 67.6%-31.7pp |
| Annual return | 20.68% | 18.88%+1.8pp | 29.32%-8.6pp | 35.59%-14.9pp |
| Employer contribution / active EE | $1,654 | $2,369-30.2% | $3,023-45.3% | $2,755-39.9% |
| Participant deferral / active EE | $3,905 | $4,118-5.2% | $5,053-22.7% | $4,296-9.1% |
| Admin fee / account holder | $24,819 | $8,049+208.4% | $9,451+162.6% | $6,918+258.8% |