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 | $91,680 | $65,041+41.0% | $90,951+0.8% | $79,858+14.8% |
| Participation rate | 44.6% | 61.6%-17.0pp | 69.0%-24.4pp | 69.6%-25.0pp |
| Annual return | 12.46% | 30.45%-18.0pp | 134.60%-122.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $318 | $1,247-74.5% | $2,122-85.0% | $2,471-87.1% |
| Participant deferral / active EE | $2,662 | $2,512+6.0% | $3,373-21.1% | $3,740-28.8% |
| Admin fee / account holder | $2,394 | $4,536-47.2% | $5,959-59.8% | $5,306-54.9% |