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 | $64,345 | $45,035+42.9% | $62,995+2.1% | $70,131-8.3% |
| Participation rate | 48.5% | 69.5%-21.0pp | 74.8%-26.3pp | 69.5%-21.1pp |
| Annual return | 11.42% | 18.76%-7.3pp | 87.57%-76.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,516 | $2,051-26.1% | $2,759-45.0% | $2,342-35.3% |
| Participant deferral / active EE | $4,918 | $2,465+99.6% | $3,329+47.7% | $3,332+47.6% |
| Admin fee / account holder | $479 | $2,834-83.1% | $3,600-86.7% | $4,645-89.7% |