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 | $97,383 | $51,175+90.3% | $70,515+38.1% | $75,163+29.6% |
| Participation rate | 48.0% | 60.9%-12.9pp | 68.3%-20.3pp | 67.2%-19.2pp |
| Annual return | 18.29% | 30.02%-11.7pp | 32.77%-14.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,042 | $1,826-43.0% | $2,973-65.0% | $2,670-61.0% |
| Participant deferral / active EE | $2,052 | $2,849-28.0% | $4,567-55.1% | $4,125-50.3% |
| Admin fee / account holder | $323 | $4,091-92.1% | $6,412-95.0% | $5,651-94.3% |