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 | $91,613 | $77,634+18.0% | $156,549-41.5% | $62,891+45.7% |
| Participation rate | 57.1% | 71.2%-14.1pp | 84.0%-26.9pp | 69.3%-12.2pp |
| Annual return | 30.16% | 50.32%-20.2pp | 32.23%-2.1pp | 20.14%+10.0pp |
| Employer contribution / active EE | $4,990 | $3,444+44.9% | $5,501-9.3% | $2,281+118.8% |
| Participant deferral / active EE | $2,681 | $3,045-12.0% | $4,871-45.0% | $3,203-16.3% |
| Admin fee / account holder | $4,107 | $5,561-26.1% | $13,027-68.5% | $4,296-4.4% |