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 | $88,562 | $58,828+50.5% | $77,999+13.5% | $62,891+40.8% |
| Participation rate | 42.3% | 71.1%-28.8pp | 75.5%-33.2pp | 69.3%-27.0pp |
| Annual return | 7.39% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,303 | $1,672-22.1% | $2,470-47.3% | $2,281-42.9% |
| Participant deferral / active EE | $2,037 | $2,686-24.2% | $3,497-41.8% | $3,203-36.4% |
| Admin fee / account holder | $2,283 | $4,393-48.0% | $5,480-58.3% | $4,296-46.8% |