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 | $115,364 | $98,750+16.8% | $149,696-22.9% | $79,858+44.5% |
| Participation rate | 63.3% | 75.8%-12.4pp | 82.5%-19.1pp | 69.6%-6.3pp |
| Annual return | 16.29% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,534 | $3,216-52.3% | $4,644-67.0% | $2,471-37.9% |
| Participant deferral / active EE | $3,146 | $5,680-44.6% | $6,842-54.0% | $3,740-15.9% |
| Admin fee / account holder | $1,686 | $6,053-72.1% | $9,309-81.9% | $5,306-68.2% |