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 | $129,131 | $22,587+471.7% | $65,255+97.9% | $75,163+71.8% |
| Participation rate | 53.6% | 63.1%-9.5pp | 65.0%-11.4pp | 67.2%-13.6pp |
| Annual return | 19.46% | 71.03%-51.6pp | 47.35%-27.9pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,788 | $941+90.1% | $1,691+5.7% | $2,670-33.0% |
| Participant deferral / active EE | $2,952 | $1,695+74.1% | $2,831+4.3% | $4,125-28.4% |
| Admin fee / account holder | $603 | $1,876-67.9% | $4,112-85.3% | $5,651-89.3% |