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 | $81,215 | $48,230+68.4% | $67,502+20.3% | $80,856+0.4% |
| Participation rate | 56.8% | 66.4%-9.6pp | 72.9%-16.1pp | 67.6%-10.8pp |
| Annual return | 13.81% | 18.28%-4.5pp | 3512.12%-3498.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,154 | $2,020+6.6% | $2,731-21.1% | $2,755-21.8% |
| Participant deferral / active EE | $3,562 | $2,924+21.8% | $4,000-10.9% | $4,296-17.1% |
| Admin fee / account holder | $15,230 | $3,681+313.7% | $3,998+281.0% | $6,918+120.2% |