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 | $134,589 | $81,208+65.7% | $98,907+36.1% | $79,858+68.5% |
| Participation rate | 68.9% | 72.5%-3.6pp | 76.0%-7.1pp | 69.6%-0.7pp |
| Annual return | 21.27% | 60.99%-39.7pp | 196.43%-175.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,061 | $1,960-45.9% | $2,689-60.6% | $2,471-57.1% |
| Participant deferral / active EE | $3,166 | $3,265-3.0% | $4,244-25.4% | $3,740-15.4% |
| Admin fee / account holder | $863 | $6,013-85.6% | $6,642-87.0% | $5,306-83.7% |