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 | $134,255 | $95,416+40.7% | $185,823-27.8% | $85,850+56.4% |
| Participation rate | 69.0% | 68.8%+0.2pp | 81.7%-12.7pp | 69.3%-0.3pp |
| Annual return | 12.76% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,776 | $3,314-46.4% | $5,167-65.6% | $2,565-30.8% |
| Participant deferral / active EE | $2,616 | $3,423-23.6% | $5,568-53.0% | $3,952-33.8% |
| Admin fee / account holder | $1,062 | $7,213-85.3% | $16,237-93.5% | $6,260-83.0% |