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 | $72,584 | $59,417+22.2% | $93,606-22.5% | $74,495-2.6% |
| Participation rate | 52.2% | 59.7%-7.5pp | 68.7%-16.5pp | 67.2%-15.0pp |
| Annual return | 12.97% | 81.83%-68.9pp | 133.20%-120.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,812 | $1,264+43.4% | $2,420-25.1% | $2,623-30.9% |
| Participant deferral / active EE | $4,319 | $3,050+41.6% | $4,411-2.1% | $4,346-0.6% |
| Admin fee / account holder | $6,631 | $3,021+119.5% | $8,285-20.0% | $1,942+241.5% |