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 | $132,560 | $84,233+57.4% | $170,442-22.2% | $70,131+89.0% |
| Participation rate | 64.1% | 70.8%-6.8pp | 83.6%-19.5pp | 69.5%-5.5pp |
| Annual return | 26.30% | 23.06%+3.2pp | 205.93%-179.6pp | 73.14%-46.8pp |
| Employer contribution / active EE | $1,048 | $3,387-69.0% | $5,433-80.7% | $2,342-55.2% |
| Participant deferral / active EE | $1,837 | $3,086-40.5% | $4,939-62.8% | $3,332-44.9% |
| Admin fee / account holder | $1,509 | $5,698-73.5% | $13,880-89.1% | $4,645-67.5% |