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 | $81,519 | $48,046+69.7% | $84,611-3.7% | $72,985+11.7% |
| Participation rate | 63.9% | 57.6%+6.3pp | 68.2%-4.4pp | 69.5%-5.6pp |
| Annual return | 22.54% | 37.38%-14.8pp | 258.74%-236.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,495 | $1,602-6.7% | $2,652-43.6% | $2,440-38.7% |
| Participant deferral / active EE | $3,354 | $2,680+25.1% | $3,899-14.0% | $3,607-7.0% |
| Admin fee / account holder | $1,544 | $3,395-54.5% | $4,912-68.6% | $5,124-69.9% |