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 | $77,529 | $100,041-22.5% | $149,718-48.2% | $70,131+10.5% |
| Participation rate | 65.4% | 83.6%-18.2pp | 87.1%-21.7pp | 69.5%-4.2pp |
| Annual return | 18.90% | 27.43%-8.5pp | 1501.63%-1482.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,488 | $3,662-32.1% | $5,445-54.3% | $2,342+6.2% |
| Participant deferral / active EE | $6,966 | $4,983+39.8% | $6,569+6.0% | $3,332+109.1% |
| Admin fee / account holder | $542 | $8,286-93.5% | $11,283-95.2% | $4,645-88.3% |