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 | $94,633 | $98,750-4.2% | $149,696-36.8% | $79,858+18.5% |
| Participation rate | 65.0% | 75.8%-10.8pp | 82.5%-17.5pp | 69.6%-4.6pp |
| Annual return | 17.10% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,354 | $3,216-57.9% | $4,644-70.9% | $2,471-45.2% |
| Participant deferral / active EE | $6,902 | $5,680+21.5% | $6,842+0.9% | $3,740+84.5% |
| Admin fee / account holder | $2,286 | $6,053-62.2% | $9,309-75.4% | $5,306-56.9% |