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 | $123,750 | $61,774+100.3% | $97,226+27.3% | $80,856+53.0% |
| Participation rate | 61.1% | 63.5%-2.4pp | 72.7%-11.6pp | 67.6%-6.5pp |
| Annual return | 13.82% | -557.90%+571.7pp | 75.13%-61.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,205 | $1,837+20.1% | $2,729-19.2% | $2,755-20.0% |
| Participant deferral / active EE | $4,978 | $3,029+64.3% | $4,264+16.7% | $4,296+15.9% |
| Admin fee / account holder | $2,887 | $5,166-44.1% | $5,654-48.9% | $6,918-58.3% |