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 | $21,767 | $53,127-59.0% | $86,590-74.9% | $70,131-69.0% |
| Participation rate | 64.7% | 65.3%-0.6pp | 73.5%-8.8pp | 69.5%-4.8pp |
| Annual return | 38.71% | 27.66%+11.1pp | 964.84%-926.1pp | 73.14%-34.4pp |
| Employer contribution / active EE | $1,101 | $2,068-46.8% | $2,839-61.2% | $2,342-53.0% |
| Participant deferral / active EE | $5,025 | $2,696+86.4% | $3,609+39.3% | $3,332+50.8% |
| Admin fee / account holder | $2,337 | $3,585-34.8% | $4,906-52.4% | $4,645-49.7% |