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 | $111,315 | $89,355+24.6% | $141,162-21.1% | $72,985+52.5% |
| Participation rate | 55.9% | 75.1%-19.2pp | 82.5%-26.5pp | 69.5%-13.6pp |
| Annual return | 21.21% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $3,983 | $3,114+27.9% | $4,735-15.9% | $2,440+63.3% |
| Participant deferral / active EE | $5,376 | $5,418-0.8% | $6,709-19.9% | $3,607+49.0% |
| Admin fee / account holder | $3,127 | $5,958-47.5% | $10,261-69.5% | $5,124-39.0% |