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 | $48,025 | $110,502-56.5% | $80,716-40.5% | $167,490-71.3% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 19.65% | 120.54%-100.9pp | 87.28%-67.6pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,047 | $1,543-32.1% | $1,160-9.8% | $4,837-78.4% |
| Participant deferral / active EE | $9,884 | $2,871+244.3% | $2,146+360.6% | $6,341+55.9% |
| Admin fee / account holder | $569 | $4,545-87.5% | $3,380-83.2% | $12,309-95.4% |