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 | $83,016 | $58,828+41.1% | $77,999+6.4% | $62,891+32.0% |
| Participation rate | 60.5% | 71.1%-10.6pp | 75.5%-15.1pp | 69.3%-8.8pp |
| Annual return | 6.37% | 17.16%-10.8pp | 425.96%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,230 | $1,672-26.4% | $2,470-50.2% | $2,281-46.1% |
| Participant deferral / active EE | $3,584 | $2,686+33.5% | $3,497+2.5% | $3,203+11.9% |
| Admin fee / account holder | $9,570 | $4,393+117.8% | $5,480+74.6% | $4,296+122.8% |