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 | $104,315 | $48,046+117.1% | $84,611+23.3% | $72,985+42.9% |
| Participation rate | 52.0% | 57.6%-5.6pp | 68.2%-16.2pp | 69.5%-17.5pp |
| Annual return | 20.08% | 37.38%-17.3pp | 258.74%-238.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,665 | $1,602+3.9% | $2,652-37.2% | $2,440-31.8% |
| Participant deferral / active EE | $3,285 | $2,680+22.5% | $3,899-15.7% | $3,607-8.9% |
| Admin fee / account holder | $1,605 | $3,395-52.7% | $4,912-67.3% | $5,124-68.7% |