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 | $92,867 | $65,409+42.0% | $98,442-5.7% | $85,850+8.2% |
| Participation rate | 65.2% | 65.0%+0.2pp | 73.3%-8.1pp | 69.3%-4.1pp |
| Annual return | 15.51% | 21.76%-6.3pp | 1492.73%-1477.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $3,212 | $2,168+48.2% | $2,960+8.5% | $2,565+25.2% |
| Participant deferral / active EE | $1,777 | $3,166-43.9% | $4,276-58.4% | $3,952-55.0% |
| Admin fee / account holder | $1,897 | $4,593-58.7% | $5,949-68.1% | $6,260-69.7% |