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 | $74,694 | $136,179-45.2% | $98,755-24.4% | $167,490-55.4% |
| Participation rate | 60.0% | 70.2%-10.2pp | 65.7%-5.7pp | 82.1%-22.1pp |
| Annual return | 16.32% | 67.53%-51.2pp | 49.91%-33.6pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,874 | $2,631-28.8% | $2,067-9.4% | $4,837-61.3% |
| Participant deferral / active EE | $3,195 | $3,716-14.0% | $3,035+5.3% | $6,341-49.6% |
| Admin fee / account holder | $4,601 | $5,031-8.6% | $4,076+12.9% | $12,309-62.6% |