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 | $75,022 | $53,127+41.2% | $86,590-13.4% | $70,131+7.0% |
| Participation rate | 66.1% | 65.3%+0.8pp | 73.5%-7.4pp | 69.5%-3.4pp |
| Annual return | 18.17% | 27.66%-9.5pp | 964.84%-946.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,509 | $2,068-27.0% | $2,839-46.8% | $2,342-35.6% |
| Participant deferral / active EE | $2,762 | $2,696+2.5% | $3,609-23.4% | $3,332-17.1% |
| Admin fee / account holder | $1,189 | $3,585-66.9% | $4,906-75.8% | $4,645-74.4% |