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 | $78,001 | $44,960+73.5% | $84,966-8.2% | $74,495+4.7% |
| Participation rate | 46.8% | 49.4%-2.5pp | 67.5%-20.7pp | 67.2%-20.4pp |
| Annual return | 22.19% | 26.24%-4.1pp | 66.38%-44.2pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $1,989 | $1,457+36.5% | $2,727-27.1% | $2,623-24.2% |
| Participant deferral / active EE | $4,850 | $2,731+77.6% | $4,519+7.3% | $4,346+11.6% |
| Admin fee / account holder | $450 | $2,209-79.6% | $6,149-92.7% | $1,942-76.8% |