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 | $90,634 | $56,114+61.5% | $96,139-5.7% | $85,850+5.6% |
| Participation rate | 41.7% | 56.7%-15.1pp | 68.4%-26.8pp | 69.3%-27.6pp |
| Annual return | 13.85% | 42.30%-28.5pp | 191.94%-178.1pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,429 | $1,620-11.8% | $2,797-48.9% | $2,565-44.3% |
| Participant deferral / active EE | $2,685 | $2,859-6.1% | $4,349-38.3% | $3,952-32.1% |
| Admin fee / account holder | $1,334 | $3,768-64.6% | $5,537-75.9% | $6,260-78.7% |