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 | $111,739 | $78,672+42.0% | $109,143+2.4% | $85,850+30.2% |
| Participation rate | 41.9% | 68.3%-26.3pp | 75.9%-33.9pp | 69.3%-27.4pp |
| Annual return | 20.13% | 25.09%-5.0pp | 25.75%-5.6pp | 318.53%-298.4pp |
| Employer contribution / active EE | $1,916 | $2,735-29.9% | $3,722-48.5% | $2,565-25.3% |
| Participant deferral / active EE | $3,824 | $3,467+10.3% | $4,653-17.8% | $3,952-3.2% |
| Admin fee / account holder | $2,004 | $5,469-63.4% | $6,752-70.3% | $6,260-68.0% |