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 | $109,318 | $48,795+124.0% | $65,493+66.9% | $84,808+28.9% |
| Participation rate | 45.1% | 67.0%-21.9pp | 73.1%-28.0pp | 68.3%-23.2pp |
| Annual return | 13.52% | 20.20%-6.7pp | 982.45%-968.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,736 | $1,930-10.0% | $2,574-32.6% | $2,631-34.0% |
| Participant deferral / active EE | $3,428 | $2,928+17.0% | $3,961-13.5% | $4,212-18.6% |
| Admin fee / account holder | $15,022 | $3,877+287.5% | $5,028+198.8% | $7,344+104.6% |