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 | $120,539 | $85,202+41.5% | $172,739-30.2% | $72,985+65.2% |
| Participation rate | 61.4% | 70.1%-8.6pp | 82.6%-21.2pp | 69.5%-8.0pp |
| Annual return | 20.41% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,287 | $3,324-31.2% | $5,143-55.5% | $2,440-6.3% |
| Participant deferral / active EE | $4,494 | $3,260+37.8% | $5,198-13.5% | $3,607+24.6% |
| Admin fee / account holder | $11,802 | $5,884+100.6% | $13,954-15.4% | $5,124+130.3% |