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 | $94,242 | $88,087+7.0% | $164,866-42.8% | $74,546+26.4% |
| Participation rate | 55.9% | 73.1%-17.2pp | 78.6%-22.8pp | 67.2%-11.4pp |
| Annual return | 21.05% | 17.27%+3.8pp | 69.97%-48.9pp | 1366.03%-1345.0pp |
| Employer contribution / active EE | $1,745 | $2,595-32.8% | $4,343-59.8% | $2,624-33.5% |
| Participant deferral / active EE | $3,421 | $4,499-24.0% | $6,033-43.3% | $4,347-21.3% |
| Admin fee / account holder | $1,663 | $2,232-25.5% | $12,689-86.9% | $1,944-14.5% |