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 | $131,508 | $74,927+75.5% | $101,794+29.2% | $84,808+55.1% |
| Participation rate | 45.8% | 61.4%-15.6pp | 69.2%-23.4pp | 68.3%-22.5pp |
| Annual return | 69.19% | 18.70%+50.5pp | 30.53%+38.7pp | 40.90%+28.3pp |
| Employer contribution / active EE | $1,728 | $1,522+13.5% | $2,289-24.5% | $2,631-34.3% |
| Participant deferral / active EE | $3,175 | $3,099+2.5% | $4,084-22.2% | $4,212-24.6% |
| Admin fee / account holder | $4,211 | $6,514-35.3% | $8,777-52.0% | $7,344-42.7% |