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 | $119,860 | $73,933+62.1% | $96,683+24.0% | $75,163+59.5% |
| Participation rate | 63.8% | 66.4%-2.6pp | 74.3%-10.5pp | 67.2%-3.4pp |
| Annual return | 15.15% | 26.70%-11.6pp | 35.69%-20.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,565 | $2,928-46.5% | $3,737-58.1% | $2,670-41.4% |
| Participant deferral / active EE | $3,138 | $3,659-14.2% | $4,878-35.7% | $4,125-23.9% |
| Admin fee / account holder | $18,023 | $5,216+245.5% | $6,730+167.8% | $5,651+218.9% |