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 | $81,449 | $98,750-17.5% | $149,696-45.6% | $79,858+2.0% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.5%-19.3pp | 69.6%-6.5pp |
| Annual return | 20.56% | 27.43%-6.9pp | 276.60%-256.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,600 | $3,216-50.3% | $4,644-65.6% | $2,471-35.3% |
| Participant deferral / active EE | $6,159 | $5,680+8.4% | $6,842-10.0% | $3,740+64.7% |
| Admin fee / account holder | $1,509 | $6,053-75.1% | $9,309-83.8% | $5,306-71.6% |