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 | $94,556 | $89,355+5.8% | $141,162-33.0% | $72,985+29.6% |
| Participation rate | 44.4% | 75.1%-30.7pp | 82.5%-38.0pp | 69.5%-25.0pp |
| Annual return | 21.45% | 111.85%-90.4pp | 71.39%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,250 | $3,114-27.7% | $4,735-52.5% | $2,440-7.8% |
| Participant deferral / active EE | $4,608 | $5,418-14.9% | $6,709-31.3% | $3,607+27.7% |
| Admin fee / account holder | $6,550 | $5,958+9.9% | $10,261-36.2% | $5,124+27.8% |