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 | $82,721 | $107,015-22.7% | $73,545+12.5% | $147,584-43.9% |
| Participation rate | 66.7% | 66.4%+0.3pp | 54.9%+11.7pp | 82.8%-16.2pp |
| Annual return | 17.98% | 38.25%-20.3pp | -15.16%+33.1pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,406 | $1,760-20.1% | $1,219+15.3% | $4,876-71.2% |
| Participant deferral / active EE | $3,816 | $2,462+55.0% | $1,806+111.3% | $5,439-29.8% |
| Admin fee / account holder | $5,434 | $3,055+77.9% | $2,320+134.3% | $10,885-50.1% |