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 | $90,640 | $58,208+55.7% | $81,812+10.8% | $80,856+12.1% |
| Participation rate | 51.2% | 63.4%-12.2pp | 72.3%-21.1pp | 67.6%-16.4pp |
| Annual return | 12.85% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,892 | $2,340-19.2% | $2,912-35.1% | $2,755-31.3% |
| Participant deferral / active EE | $3,381 | $3,281+3.0% | $4,319-21.7% | $4,296-21.3% |
| Admin fee / account holder | $3,831 | $4,981-23.1% | $7,386-48.1% | $6,918-44.6% |