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 | $98,989 | $48,750+103.1% | $88,946+11.3% | $74,304+33.2% |
| Participation rate | 44.2% | 44.5%-0.3pp | 68.8%-24.7pp | 60.3%-16.2pp |
| Annual return | 16.99% | 25.91%-8.9pp | 57.82%-40.8pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,511 | $1,255+20.4% | $2,555-40.9% | $2,241-32.6% |
| Participant deferral / active EE | $3,089 | $2,423+27.5% | $4,581-32.6% | $3,767-18.0% |
| Admin fee / account holder | $3,542 | $3,756-5.7% | $8,261-57.1% | $2,969+19.3% |