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 | $118,963 | $53,127+123.9% | $86,590+37.4% | $70,131+69.6% |
| Participation rate | 67.4% | 65.3%+2.1pp | 73.5%-6.1pp | 69.5%-2.1pp |
| Annual return | 13.21% | 27.66%-14.5pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $637 | $2,068-69.2% | $2,839-77.6% | $2,342-72.8% |
| Participant deferral / active EE | $2,598 | $2,696-3.6% | $3,609-28.0% | $3,332-22.0% |
| Admin fee / account holder | $6,600 | $3,585+84.1% | $4,906+34.5% | $4,645+42.1% |