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 | $95,134 | $51,576+84.5% | $129,207-26.4% | $80,856+17.7% |
| Participation rate | 57.1% | 57.0%+0.2pp | 69.6%-12.5pp | 67.6%-10.5pp |
| Annual return | 13.02% | 20.81%-7.8pp | 9417.33%-9404.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,280 | $1,584-19.2% | $4,153-69.2% | $2,755-53.5% |
| Participant deferral / active EE | $4,064 | $2,669+52.3% | $4,168-2.5% | $4,296-5.4% |
| Admin fee / account holder | $2,031 | $4,305-52.8% | $7,715-73.7% | $6,918-70.6% |