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 | $82,439 | $98,750-16.5% | $149,696-44.9% | $79,858+3.2% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.5%-30.5pp | 69.6%-17.6pp |
| Annual return | 14.06% | 27.43%-13.4pp | 276.60%-262.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,949 | $3,216-39.4% | $4,644-58.0% | $2,471-21.1% |
| Participant deferral / active EE | $3,423 | $5,680-39.7% | $6,842-50.0% | $3,740-8.5% |
| Admin fee / account holder | $5,080 | $6,053-16.1% | $9,309-45.4% | $5,306-4.3% |