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 | $72,300 | $64,324+12.4% | $118,925-39.2% | $79,858-9.5% |
| Participation rate | 64.0% | 64.9%-0.9pp | 75.4%-11.4pp | 69.6%-5.6pp |
| Annual return | 16.50% | 86.45%-69.9pp | 35.88%-19.4pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,923 | $1,836+4.7% | $3,263-41.1% | $2,471-22.2% |
| Participant deferral / active EE | $3,245 | $2,824+14.9% | $4,265-23.9% | $3,740-13.2% |
| Admin fee / account holder | $9,119 | $4,040+125.7% | $6,581+38.6% | $5,306+71.8% |