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 | $124,632 | $56,053+122.3% | $75,972+64.0% | $80,856+54.1% |
| Participation rate | 44.4% | 62.0%-17.6pp | 69.1%-24.6pp | 67.6%-23.2pp |
| Annual return | 19.43% | 20.53%-1.1pp | 359.55%-340.1pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,233 | $1,874-34.2% | $2,685-54.1% | $2,755-55.2% |
| Participant deferral / active EE | $2,853 | $3,052-6.5% | $4,255-33.0% | $4,296-33.6% |
| Admin fee / account holder | $546 | $5,234-89.6% | $6,467-91.6% | $6,918-92.1% |