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 | $82,481 | $48,046+71.7% | $84,611-2.5% | $72,985+13.0% |
| Participation rate | 55.9% | 57.6%-1.7pp | 68.2%-12.3pp | 69.5%-13.6pp |
| Annual return | 23.57% | 37.38%-13.8pp | 258.74%-235.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,900 | $1,602+18.6% | $2,652-28.4% | $2,440-22.1% |
| Participant deferral / active EE | $3,243 | $2,680+21.0% | $3,899-16.8% | $3,607-10.1% |
| Admin fee / account holder | $2,033 | $3,395-40.1% | $4,912-58.6% | $5,124-60.3% |