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 | $114,587 | $107,015+7.1% | $73,545+55.8% | $147,584-22.4% |
| Participation rate | 22.2% | 66.4%-44.2pp | 54.9%-32.7pp | 82.8%-60.6pp |
| Annual return | 22.27% | 38.25%-16.0pp | -15.16%+37.4pp | 578.55%-556.3pp |
| Employer contribution / active EE | $627 | $1,760-64.4% | $1,219-48.5% | $4,876-87.1% |
| Participant deferral / active EE | $2,489 | $2,462+1.1% | $1,806+37.8% | $5,439-54.2% |
| Admin fee / account holder | $9,414 | $3,055+208.1% | $2,320+305.8% | $10,885-13.5% |