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 | $88,831 | $54,705+62.4% | $71,209+24.7% | $84,808+4.7% |
| Participation rate | 59.6% | 64.1%-4.4pp | 73.8%-14.1pp | 68.3%-8.7pp |
| Annual return | 13.79% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,096 | $2,158-2.9% | $2,721-23.0% | $2,631-20.3% |
| Participant deferral / active EE | $3,648 | $3,030+20.4% | $4,175-12.6% | $4,212-13.4% |
| Admin fee / account holder | $2,530 | $4,863-48.0% | $5,349-52.7% | $7,344-65.6% |