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 | $101,600 | $58,208+74.5% | $81,812+24.2% | $80,856+25.7% |
| Participation rate | 46.7% | 63.4%-16.7pp | 72.3%-25.7pp | 67.6%-21.0pp |
| Annual return | 12.32% | 41.66%-29.3pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,794 | $2,340-23.3% | $2,912-38.4% | $2,755-34.9% |
| Participant deferral / active EE | $3,130 | $3,281-4.6% | $4,319-27.5% | $4,296-27.1% |
| Admin fee / account holder | $5,589 | $4,981+12.2% | $7,386-24.3% | $6,918-19.2% |