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 | $96,693 | $51,576+87.5% | $129,207-25.2% | $80,856+19.6% |
| Participation rate | 51.9% | 57.0%-5.1pp | 69.6%-17.7pp | 67.6%-15.7pp |
| Annual return | 14.55% | 20.81%-6.3pp | 9417.33%-9402.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,549 | $1,584-2.2% | $4,153-62.7% | $2,755-43.8% |
| Participant deferral / active EE | $1,261 | $2,669-52.8% | $4,168-69.7% | $4,296-70.6% |
| Admin fee / account holder | $2,802 | $4,305-34.9% | $7,715-63.7% | $6,918-59.5% |