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 | $141,030 | $98,750+42.8% | $149,696-5.8% | $79,858+76.6% |
| Participation rate | 69.4% | 75.8%-6.3pp | 82.5%-13.0pp | 69.6%-0.2pp |
| Annual return | 18.10% | 27.43%-9.3pp | 276.60%-258.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,209 | $3,216-62.4% | $4,644-74.0% | $2,471-51.1% |
| Participant deferral / active EE | $4,186 | $5,680-26.3% | $6,842-38.8% | $3,740+11.9% |
| Admin fee / account holder | $7,938 | $6,053+31.1% | $9,309-14.7% | $5,306+49.6% |