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 | $102,746 | $89,355+15.0% | $141,162-27.2% | $72,985+40.8% |
| Participation rate | 48.2% | 75.1%-26.9pp | 82.5%-34.3pp | 69.5%-21.3pp |
| Annual return | 20.54% | 111.85%-91.3pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,334 | $3,114-25.1% | $4,735-50.7% | $2,440-4.3% |
| Participant deferral / active EE | $4,291 | $5,418-20.8% | $6,709-36.0% | $3,607+19.0% |
| Admin fee / account holder | $6,598 | $5,958+10.7% | $10,261-35.7% | $5,124+28.8% |