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 7-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 | $84,802 | $69,207+22.5% | $64,056+32.4% | $139,434-39.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 21.35% | 45.88%-24.5pp | 33.69%-12.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,229 | $3,182-61.4% | $2,747-55.3% | $4,751-74.1% |
| Participant deferral / active EE | $10,078 | $4,682+115.3% | $3,880+159.7% | $6,710+50.2% |
| Admin fee / account holder | $516 | $4,244-87.8% | $3,068-83.2% | $11,403-95.5% |