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 | $126,789 | $95,416+32.9% | $185,823-31.8% | $85,850+47.7% |
| Participation rate | 66.7% | 68.8%-2.1pp | 81.7%-15.0pp | 69.3%-2.6pp |
| Annual return | 26.79% | 23.59%+3.2pp | 122.05%-95.3pp | 318.53%-291.7pp |
| Employer contribution / active EE | $1,243 | $3,314-62.5% | $5,167-76.0% | $2,565-51.6% |
| Participant deferral / active EE | $2,163 | $3,423-36.8% | $5,568-61.2% | $3,952-45.3% |
| Admin fee / account holder | $393 | $7,213-94.6% | $16,237-97.6% | $6,260-93.7% |