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 | $91,123 | $53,516+70.3% | $126,539-28.0% | $84,808+7.4% |
| Participation rate | 56.0% | 58.2%-2.2pp | 69.8%-13.8pp | 68.3%-12.3pp |
| Annual return | 14.97% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,533 | $1,535-0.1% | $3,674-58.3% | $2,631-41.7% |
| Participant deferral / active EE | $2,962 | $2,671+10.9% | $4,083-27.4% | $4,212-29.7% |
| Admin fee / account holder | $3,087 | $4,497-31.3% | $6,065-49.1% | $7,344-58.0% |