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 5-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 | $103,672 | $81,460+27.3% | $103,333+0.3% | $80,856+28.2% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 90.46% | 25.55%+64.9pp | 24.88%+65.6pp | 35.59%+54.9pp |
| Employer contribution / active EE | $1,233 | $3,105-60.3% | $3,868-68.1% | $2,755-55.3% |
| Participant deferral / active EE | $2,214 | $3,869-42.8% | $5,057-56.2% | $4,296-48.5% |
| Admin fee / account holder | $2,644 | $6,566-59.7% | $8,355-68.4% | $6,918-61.8% |