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 | $91,639 | $51,638+77.5% | $68,368+34.0% | $82,448+11.1% |
| Participation rate | 62.8% | 63.6%-0.8pp | 73.8%-11.0pp | 68.1%-5.3pp |
| Annual return | 16.95% | 37.53%-20.6pp | 292.57%-275.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,631 | $2,047+28.5% | $2,649-0.7% | $2,551+3.1% |
| Participant deferral / active EE | $6,269 | $2,914+115.2% | $4,123+52.1% | $4,139+51.4% |
| Admin fee / account holder | $1,393 | $4,643-70.0% | $5,150-73.0% | $7,234-80.7% |