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 | $116,012 | $54,705+112.1% | $71,209+62.9% | $84,808+36.8% |
| Participation rate | 36.7% | 64.1%-27.4pp | 73.8%-37.1pp | 68.3%-31.6pp |
| Annual return | 15.35% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,303 | $2,158-39.6% | $2,721-52.1% | $2,631-50.5% |
| Participant deferral / active EE | $2,865 | $3,030-5.5% | $4,175-31.4% | $4,212-32.0% |
| Admin fee / account holder | $3,004 | $4,863-38.2% | $5,349-43.8% | $7,344-59.1% |