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 | $96,925 | $65,395+48.2% | $182,532-46.9% | $72,985+32.8% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 69.5%-19.5pp |
| Annual return | 24.73% | 27.68%-2.9pp | 148.54%-123.8pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,916 | $1,911+52.6% | $4,076-28.5% | $2,440+19.5% |
| Participant deferral / active EE | $4,697 | $3,563+31.8% | $5,524-15.0% | $3,607+30.2% |
| Admin fee / account holder | $2,916 | $4,245-31.3% | $8,592-66.1% | $5,124-43.1% |