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 | $97,490 | $22,587+331.6% | $65,255+49.4% | $75,163+29.7% |
| Participation rate | 51.8% | 63.1%-11.3pp | 65.0%-13.2pp | 67.2%-15.4pp |
| Annual return | 17.47% | 71.03%-53.6pp | 47.35%-29.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,128 | $941+19.9% | $1,691-33.3% | $2,670-57.7% |
| Participant deferral / active EE | $2,724 | $1,695+60.7% | $2,831-3.8% | $4,125-34.0% |
| Admin fee / account holder | $1,148 | $1,876-38.8% | $4,112-72.1% | $5,651-79.7% |