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 | $120,578 | $60,124+100.5% | $90,404+33.4% | $79,858+51.0% |
| Participation rate | 53.2% | 65.0%-11.8pp | 72.7%-19.5pp | 69.6%-16.4pp |
| Annual return | 15.75% | 71.94%-56.2pp | 1293.02%-1277.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,002 | $2,068-51.5% | $3,262-69.3% | $2,471-59.4% |
| Participant deferral / active EE | $2,582 | $2,938-12.1% | $3,963-34.9% | $3,740-31.0% |
| Admin fee / account holder | $620 | $3,976-84.4% | $5,611-89.0% | $5,306-88.3% |