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 | $113,637 | $53,516+112.3% | $126,539-10.2% | $84,808+34.0% |
| Participation rate | 43.2% | 58.2%-15.0pp | 69.8%-26.6pp | 68.3%-25.1pp |
| Annual return | 16.87% | 58.34%-41.5pp | 425.95%-409.1pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,796 | $1,535+17.0% | $3,674-51.1% | $2,631-31.7% |
| Participant deferral / active EE | $4,015 | $2,671+50.3% | $4,083-1.7% | $4,212-4.7% |
| Admin fee / account holder | $5,050 | $4,497+12.3% | $6,065-16.7% | $7,344-31.2% |