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 | $103,455 | $70,428+46.9% | $96,562+7.1% | $85,850+20.5% |
| Participation rate | 61.4% | 61.8%-0.4pp | 69.8%-8.5pp | 69.3%-8.0pp |
| Annual return | 15.41% | 18.59%-3.2pp | 37.78%-22.4pp | 318.53%-303.1pp |
| Employer contribution / active EE | $756 | $1,413-46.5% | $2,356-67.9% | $2,565-70.5% |
| Participant deferral / active EE | $3,018 | $2,894+4.3% | $3,849-21.6% | $3,952-23.6% |
| Admin fee / account holder | $3,955 | $4,997-20.8% | $6,181-36.0% | $6,260-36.8% |