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 | $99,996 | $54,705+82.8% | $71,209+40.4% | $84,808+17.9% |
| Participation rate | 61.4% | 64.1%-2.7pp | 73.8%-12.3pp | 68.3%-6.9pp |
| Annual return | 14.65% | 35.90%-21.2pp | 282.51%-267.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,032 | $2,158+40.5% | $2,721+11.4% | $2,631+15.2% |
| Participant deferral / active EE | $2,498 | $3,030-17.6% | $4,175-40.2% | $4,212-40.7% |
| Admin fee / account holder | $2,872 | $4,863-40.9% | $5,349-46.3% | $7,344-60.9% |