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 | $70,736 | $48,795+45.0% | $65,493+8.0% | $84,808-16.6% |
| Participation rate | 69.0% | 67.0%+2.0pp | 73.1%-4.1pp | 68.3%+0.7pp |
| Annual return | 13.48% | 20.20%-6.7pp | 982.45%-969.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,752 | $1,930+94.4% | $2,574+45.7% | $2,631+42.6% |
| Participant deferral / active EE | $4,984 | $2,928+70.2% | $3,961+25.8% | $4,212+18.3% |
| Admin fee / account holder | $431 | $3,877-88.9% | $5,028-91.4% | $7,344-94.1% |