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 | $95,406 | $48,046+98.6% | $84,611+12.8% | $72,985+30.7% |
| Participation rate | 30.1% | 57.6%-27.4pp | 68.2%-38.1pp | 69.5%-39.3pp |
| Annual return | 25.07% | 37.38%-12.3pp | 258.74%-233.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,310 | $1,602-18.2% | $2,652-50.6% | $2,440-46.3% |
| Participant deferral / active EE | $1,813 | $2,680-32.4% | $3,899-53.5% | $3,607-49.7% |
| Admin fee / account holder | $2,198 | $3,395-35.2% | $4,912-55.2% | $5,124-57.1% |