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 | $100,692 | $77,634+29.7% | $156,549-35.7% | $62,891+60.1% |
| Participation rate | 56.1% | 71.2%-15.1pp | 84.0%-27.9pp | 69.3%-13.2pp |
| Annual return | 7.67% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,572 | $3,444-54.3% | $5,501-71.4% | $2,281-31.1% |
| Participant deferral / active EE | $3,246 | $3,045+6.6% | $4,871-33.4% | $3,203+1.3% |
| Admin fee / account holder | $768 | $5,561-86.2% | $13,027-94.1% | $4,296-82.1% |