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 | $91,262 | $98,750-7.6% | $149,696-39.0% | $79,858+14.3% |
| Participation rate | 59.4% | 75.8%-16.4pp | 82.5%-23.1pp | 69.6%-10.3pp |
| Annual return | 17.51% | 27.43%-9.9pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,518 | $3,216-21.7% | $4,644-45.8% | $2,471+1.9% |
| Participant deferral / active EE | $6,106 | $5,680+7.5% | $6,842-10.8% | $3,740+63.3% |
| Admin fee / account holder | $7,572 | $6,053+25.1% | $9,309-18.7% | $5,306+42.7% |