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 | $86,247 | $85,202+1.2% | $172,739-50.1% | $72,985+18.2% |
| Participation rate | 62.5% | 70.1%-7.6pp | 82.6%-20.1pp | 69.5%-7.0pp |
| Annual return | 22.50% | 27.32%-4.8pp | 802.84%-780.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,625 | $3,324-51.1% | $5,143-68.4% | $2,440-33.4% |
| Participant deferral / active EE | $3,691 | $3,260+13.2% | $5,198-29.0% | $3,607+2.3% |
| Admin fee / account holder | $319 | $5,884-94.6% | $13,954-97.7% | $5,124-93.8% |