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 | $101,836 | $46,553+118.8% | $64,056+59.0% | $75,163+35.5% |
| Participation rate | 55.1% | 65.9%-10.8pp | 72.3%-17.2pp | 67.2%-12.1pp |
| Annual return | 12.39% | 26.03%-13.6pp | 33.69%-21.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,100 | $1,974-44.3% | $2,747-60.0% | $2,670-58.8% |
| Participant deferral / active EE | $2,382 | $2,837-16.0% | $3,880-38.6% | $4,125-42.3% |
| Admin fee / account holder | $754 | $2,952-74.5% | $3,068-75.4% | $5,651-86.7% |