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 | $87,514 | $78,705+11.2% | $117,854-25.7% | $70,131+24.8% |
| Participation rate | 52.5% | 73.2%-20.7pp | 79.7%-27.2pp | 69.5%-17.0pp |
| Annual return | 14.57% | 23.30%-8.7pp | 335.08%-320.5pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,193 | $2,223-1.4% | $3,786-42.1% | $2,342-6.4% |
| Participant deferral / active EE | $4,646 | $3,297+40.9% | $4,482+3.7% | $3,332+39.4% |
| Admin fee / account holder | $447 | $5,065-91.2% | $8,020-94.4% | $4,645-90.4% |