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 | $83,146 | $85,202-2.4% | $172,739-51.9% | $72,985+13.9% |
| Participation rate | 59.0% | 70.1%-11.1pp | 82.6%-23.7pp | 69.5%-10.5pp |
| Annual return | 23.51% | 27.32%-3.8pp | 802.84%-779.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,646 | $3,324-20.4% | $5,143-48.5% | $2,440+8.5% |
| Participant deferral / active EE | $6,492 | $3,260+99.1% | $5,198+24.9% | $3,607+80.0% |
| Admin fee / account holder | $1,312 | $5,884-77.7% | $13,954-90.6% | $5,124-74.4% |