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 | $91,732 | $78,705+16.6% | $117,854-22.2% | $70,131+30.8% |
| Participation rate | 60.8% | 73.2%-12.4pp | 79.7%-18.9pp | 69.5%-8.8pp |
| Annual return | 16.21% | 23.30%-7.1pp | 335.08%-318.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,162 | $2,223-47.7% | $3,786-69.3% | $2,342-50.4% |
| Participant deferral / active EE | $2,461 | $3,297-25.4% | $4,482-45.1% | $3,332-26.1% |
| Admin fee / account holder | $13,406 | $5,065+164.7% | $8,020+67.2% | $4,645+188.6% |