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 | $95,053 | $71,050+33.8% | $93,606+1.5% | $80,856+17.6% |
| Participation rate | 26.9% | 60.4%-33.5pp | 68.7%-41.8pp | 67.6%-40.7pp |
| Annual return | 18.53% | 11.26%+7.3pp | 133.20%-114.7pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,379 | $1,564-11.8% | $2,420-43.0% | $2,755-49.9% |
| Participant deferral / active EE | $2,512 | $4,034-37.7% | $4,411-43.1% | $4,296-41.5% |
| Admin fee / account holder | $472 | $6,945-93.2% | $8,285-94.3% | $6,918-93.2% |