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 | $86,563 | $99,652-13.1% | $78,778+9.9% | $147,584-41.3% |
| Participation rate | 63.2% | 76.2%-13.1pp | 69.2%-6.0pp | 82.8%-19.7pp |
| Annual return | 18.57% | 47.28%-28.7pp | 35.62%-17.0pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,320 | $2,796-52.8% | $1,986-33.5% | $4,876-72.9% |
| Participant deferral / active EE | $5,293 | $3,664+44.5% | $2,958+78.9% | $5,439-2.7% |
| Admin fee / account holder | $3,586 | $7,155-49.9% | $5,134-30.2% | $10,885-67.1% |