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 | $139,280 | $57,354+142.8% | $83,848+66.1% | $64,186+117.0% |
| Participation rate | 52.4% | 68.6%-16.2pp | 76.1%-23.8pp | 69.6%-17.2pp |
| Annual return | 13.59% | 11.38%+2.2pp | 850.88%-837.3pp | 7.63%+6.0pp |
| Employer contribution / active EE | $1,393 | $2,545-45.3% | $3,631-61.6% | $2,381-41.5% |
| Participant deferral / active EE | $3,035 | $2,993+1.4% | $4,082-25.6% | $3,470-12.5% |
| Admin fee / account holder | $2,009 | $4,046-50.3% | $5,478-63.3% | $4,888-58.9% |