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 | $95,920 | $65,041+47.5% | $90,951+5.5% | $79,858+20.1% |
| Participation rate | 44.4% | 61.6%-17.2pp | 69.0%-24.6pp | 69.6%-25.2pp |
| Annual return | 21.90% | 30.45%-8.5pp | 134.60%-112.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,318 | $1,247+85.9% | $2,122+9.2% | $2,471-6.2% |
| Participant deferral / active EE | $5,247 | $2,512+108.9% | $3,373+55.6% | $3,740+40.3% |
| Admin fee / account holder | $963 | $4,536-78.8% | $5,959-83.8% | $5,306-81.9% |