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 | $83,107 | $60,124+38.2% | $90,404-8.1% | $79,858+4.1% |
| Participation rate | 69.5% | 65.0%+4.5pp | 72.7%-3.2pp | 69.6%-0.1pp |
| Annual return | 14.42% | 71.94%-57.5pp | 1293.02%-1278.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,215 | $2,068-41.3% | $3,262-62.8% | $2,471-50.8% |
| Participant deferral / active EE | $2,359 | $2,938-19.7% | $3,963-40.5% | $3,740-36.9% |
| Admin fee / account holder | $877 | $3,976-77.9% | $5,611-84.4% | $5,306-83.5% |