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 | $80,413 | $98,750-18.6% | $149,696-46.3% | $79,858+0.7% |
| Participation rate | 57.3% | 75.8%-18.4pp | 82.5%-25.1pp | 69.6%-12.3pp |
| Annual return | 13.59% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,778 | $3,216-44.7% | $4,644-61.7% | $2,471-28.0% |
| Participant deferral / active EE | $5,587 | $5,680-1.6% | $6,842-18.3% | $3,740+49.4% |
| Admin fee / account holder | $3,770 | $6,053-37.7% | $9,309-59.5% | $5,306-29.0% |