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 | $128,732 | $58,512+120.0% | $84,015+53.2% | $72,985+76.4% |
| Participation rate | 51.9% | 61.2%-9.4pp | 69.0%-17.2pp | 69.5%-17.6pp |
| Annual return | 21.62% | 28.93%-7.3pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,310 | $1,163+12.7% | $1,983-33.9% | $2,440-46.3% |
| Participant deferral / active EE | $3,061 | $2,394+27.9% | $3,239-5.5% | $3,607-15.1% |
| Admin fee / account holder | $16,481 | $4,569+260.7% | $6,101+170.1% | $5,124+221.6% |