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 | $128,859 | $58,694+119.5% | $142,863-9.8% | $85,850+50.1% |
| Participation rate | 58.8% | 58.5%+0.3pp | 71.9%-13.1pp | 69.3%-10.5pp |
| Annual return | 14.23% | 27.72%-13.5pp | 5637.54%-5623.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,469 | $1,423+3.3% | $4,144-64.6% | $2,565-42.7% |
| Participant deferral / active EE | $3,934 | $2,607+50.9% | $3,837+2.5% | $3,952-0.5% |
| Admin fee / account holder | $795 | $4,239-81.2% | $6,560-87.9% | $6,260-87.3% |