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 | $84,891 | $46,297+83.4% | $71,671+18.4% | $62,292+36.3% |
| Participation rate | 39.8% | 60.6%-20.8pp | 68.7%-28.9pp | 69.5%-29.7pp |
| Annual return | 13.96% | 22.32%-8.4pp | 20.65%-6.7pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,747 | $1,412+23.7% | $2,460-29.0% | $2,042-14.5% |
| Participant deferral / active EE | $2,728 | $2,235+22.0% | $3,438-20.6% | $3,169-13.9% |
| Admin fee / account holder | $10,448 | $461+2168.3% | $5,558+88.0% | $479+2079.6% |