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 | $84,115 | $98,750-14.8% | $149,696-43.8% | $79,858+5.3% |
| Participation rate | 63.5% | 75.8%-12.3pp | 82.5%-19.0pp | 69.6%-6.1pp |
| Annual return | 22.89% | 27.43%-4.5pp | 276.60%-253.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $2,045 | $3,216-36.4% | $4,644-56.0% | $2,471-17.2% |
| Participant deferral / active EE | $6,058 | $5,680+6.6% | $6,842-11.5% | $3,740+62.0% |
| Admin fee / account holder | $12,189 | $6,053+101.4% | $9,309+30.9% | $5,306+129.7% |