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 | $155,185 | $140,940+10.1% | $112,229+38.3% | $139,434+11.3% |
| Participation rate | 25.0% | 79.2%-54.2pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 28.26% | 32.71%-4.4pp | 30.20%-1.9pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,089 | $4,283-74.6% | $3,430-68.2% | $4,751-77.1% |
| Participant deferral / active EE | $1,752 | $5,874-70.2% | $4,798-63.5% | $6,710-73.9% |
| Admin fee / account holder | $2,043 | $9,954-79.5% | $7,748-73.6% | $11,403-82.1% |