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 | $110,421 | $89,355+23.6% | $141,162-21.8% | $72,985+51.3% |
| Participation rate | 44.9% | 75.1%-30.2pp | 82.5%-37.6pp | 69.5%-24.6pp |
| Annual return | 21.65% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,596 | $3,114-16.7% | $4,735-45.2% | $2,440+6.4% |
| Participant deferral / active EE | $3,147 | $5,418-41.9% | $6,709-53.1% | $3,607-12.8% |
| Admin fee / account holder | $1,731 | $5,958-70.9% | $10,261-83.1% | $5,124-66.2% |