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 | $128,475 | $87,733+46.4% | $106,548+20.6% | $85,850+49.7% |
| Participation rate | 66.7% | 71.9%-5.3pp | 76.1%-9.5pp | 69.3%-2.6pp |
| Annual return | 51.95% | 21.86%+30.1pp | 26.80%+25.1pp | 318.53%-266.6pp |
| Employer contribution / active EE | $1,481 | $2,073-28.6% | $2,819-47.5% | $2,565-42.3% |
| Participant deferral / active EE | $2,585 | $3,469-25.5% | $4,398-41.2% | $3,952-34.6% |
| Admin fee / account holder | $3,714 | $6,767-45.1% | $7,407-49.9% | $6,260-40.7% |