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 | $123,437 | $74,888+64.8% | $71,209+73.3% | $142,382-13.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 20.46% | 345.14%-324.7pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,003 | $2,854-64.9% | $2,721-63.2% | $4,299-76.7% |
| Participant deferral / active EE | $5,511 | $4,454+23.7% | $4,175+32.0% | $6,507-15.3% |
| Admin fee / account holder | $2,848 | $5,568-48.9% | $5,349-46.8% | $12,624-77.4% |