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 | $115,724 | $89,355+29.5% | $141,162-18.0% | $72,985+58.6% |
| Participation rate | 64.5% | 75.1%-10.6pp | 82.5%-18.0pp | 69.5%-5.0pp |
| Annual return | 21.84% | 111.85%-90.0pp | 71.39%-49.5pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,158 | $3,114-30.7% | $4,735-54.4% | $2,440-11.6% |
| Participant deferral / active EE | $5,887 | $5,418+8.7% | $6,709-12.3% | $3,607+63.2% |
| Admin fee / account holder | $2,154 | $5,958-63.9% | $10,261-79.0% | $5,124-58.0% |