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 | $121,082 | $85,022+42.4% | $70,515+71.7% | $139,434-13.2% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.3%-5.8pp | 80.3%-17.8pp |
| Annual return | 11.15% | 30.38%-19.2pp | 32.77%-21.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,198 | $3,909-69.4% | $2,973-59.7% | $4,751-74.8% |
| Participant deferral / active EE | $4,101 | $5,890-30.4% | $4,567-10.2% | $6,710-38.9% |
| Admin fee / account holder | $1,000 | $8,906-88.8% | $6,412-84.4% | $11,403-91.2% |