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 | $94,262 | $65,409+44.1% | $98,442-4.2% | $85,850+9.8% |
| Participation rate | 69.2% | 65.0%+4.2pp | 73.3%-4.1pp | 69.3%-0.1pp |
| Annual return | 15.47% | 21.76%-6.3pp | 1492.73%-1477.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,447 | $2,168-33.2% | $2,960-51.1% | $2,565-43.6% |
| Participant deferral / active EE | $3,072 | $3,166-3.0% | $4,276-28.2% | $3,952-22.3% |
| Admin fee / account holder | $946 | $4,593-79.4% | $5,949-84.1% | $6,260-84.9% |