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 | $84,150 | $45,343+85.6% | $150,298-44.0% | $67,986+23.8% |
| Participation rate | 22.0% | 51.9%-29.8pp | 77.8%-55.7pp | 57.2%-35.2pp |
| Annual return | 15.30% | 33.28%-18.0pp | 62.79%-47.5pp | 31.67%-16.4pp |
| Employer contribution / active EE | $1,596 | $1,462+9.2% | $4,154-61.6% | $2,019-20.9% |
| Participant deferral / active EE | $2,450 | $2,055+19.2% | $5,453-55.1% | $3,358-27.0% |
| Admin fee / account holder | $20,307 | $2,250+802.6% | $14,116+43.9% | $3,203+534.0% |