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 | $88,365 | $101,724-13.1% | $164,813-46.4% | $80,856+9.3% |
| Participation rate | 51.0% | 71.8%-20.8pp | 78.6%-27.6pp | 67.6%-16.7pp |
| Annual return | 67.07% | 16.72%+50.4pp | 69.93%-2.9pp | 35.59%+31.5pp |
| Employer contribution / active EE | $1,052 | $2,953-64.4% | $4,341-75.8% | $2,755-61.8% |
| Participant deferral / active EE | $2,558 | $4,477-42.9% | $6,031-57.6% | $4,296-40.5% |
| Admin fee / account holder | $731 | $8,227-91.1% | $12,690-94.2% | $6,918-89.4% |