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 | $81,203 | $99,079-18.0% | $77,999+4.1% | $273,961-70.4% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.5%-21.7pp | 83.0%-29.2pp |
| Annual return | 9.91% | 217.93%-208.0pp | 425.96%-416.1pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,897 | $3,308-42.6% | $2,470-23.2% | $4,869-61.0% |
| Participant deferral / active EE | $4,716 | $4,306+9.5% | $3,497+34.9% | $5,287-10.8% |
| Admin fee / account holder | $2,079 | $8,954-76.8% | $5,480-62.1% | $10,132-79.5% |