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 | $78,822 | $54,705+44.1% | $71,209+10.7% | $84,808-7.1% |
| Participation rate | 62.1% | 64.1%-2.0pp | 73.8%-11.7pp | 68.3%-6.2pp |
| Annual return | 15.26% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,171 | $2,158+0.6% | $2,721-20.2% | $2,631-17.5% |
| Participant deferral / active EE | $3,190 | $3,030+5.3% | $4,175-23.6% | $4,212-24.3% |
| Admin fee / account holder | $9,385 | $4,863+93.0% | $5,349+75.5% | $7,344+27.8% |