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 | $118,547 | $79,449+49.2% | $189,557-37.5% | $85,850+38.1% |
| Participation rate | 48.8% | 66.0%-17.2pp | 78.4%-29.6pp | 69.3%-20.5pp |
| Annual return | 11.65% | 18.45%-6.8pp | 64.17%-52.5pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,528 | $2,081-26.6% | $4,412-65.4% | $2,565-40.4% |
| Participant deferral / active EE | $3,219 | $4,051-20.5% | $6,174-47.9% | $3,952-18.5% |
| Admin fee / account holder | $2,263 | $5,377-57.9% | $9,807-76.9% | $6,260-63.9% |