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 | $116,125 | $63,703+82.3% | $93,063+24.8% | $82,448+40.8% |
| Participation rate | 68.9% | 63.8%+5.1pp | 72.1%-3.2pp | 68.1%+0.8pp |
| Annual return | 20.63% | -775.43%+796.1pp | 34.15%-13.5pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,507 | $1,729-12.8% | $2,476-39.1% | $2,551-40.9% |
| Participant deferral / active EE | $5,383 | $2,919+84.4% | $3,958+36.0% | $4,139+30.0% |
| Admin fee / account holder | $2,029 | $5,982-66.1% | $6,033-66.4% | $7,234-71.9% |