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 | $203,008 | $117,859+72.2% | $102,438+98.2% | $145,959+39.1% |
| Participation rate | 61.5% | 78.6%-17.1pp | 76.5%-15.0pp | 80.3%-18.7pp |
| Annual return | 19.80% | 31.72%-11.9pp | 29.37%-9.6pp | 561.95%-542.2pp |
| Employer contribution / active EE | $1,773 | $3,615-51.0% | $3,024-41.4% | $4,661-62.0% |
| Participant deferral / active EE | $2,272 | $5,732-60.4% | $5,054-55.0% | $6,689-66.0% |
| Admin fee / account holder | $10,731 | $13,318-19.4% | $9,448+13.6% | $13,398-19.9% |