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 | $80,767 | $52,279+54.5% | $89,391-9.6% | $79,858+1.1% |
| Participation rate | 62.5% | 57.5%+5.0pp | 68.0%-5.5pp | 69.6%-7.1pp |
| Annual return | 12.17% | 22.16%-10.0pp | 245.62%-233.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,243 | $1,572-20.9% | $2,586-51.9% | $2,471-49.7% |
| Participant deferral / active EE | $4,076 | $2,740+48.8% | $3,890+4.8% | $3,740+9.0% |
| Admin fee / account holder | $13,228 | $3,356+294.1% | $4,881+171.0% | $5,306+149.3% |