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 | $79,450 | $29,667+167.8% | $56,441+40.8% | $80,874-1.8% |
| Participation rate | 55.3% | 41.7%+13.6pp | 52.5%+2.8pp | 67.6%-12.4pp |
| Annual return | 24.98% | 35.22%-10.2pp | 1704.21%-1679.2pp | 35.62%-10.6pp |
| Employer contribution / active EE | $1,134 | $669+69.3% | $1,039+9.1% | $2,756-58.9% |
| Participant deferral / active EE | $2,076 | $1,227+69.2% | $1,953+6.3% | $4,297-51.7% |
| Admin fee / account holder | $2,229 | $2,429-8.3% | $2,829-21.2% | $6,935-67.9% |