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 | $123,141 | $91,190+35.0% | $178,490-31.0% | $79,858+54.2% |
| Participation rate | 69.4% | 69.2%+0.2pp | 81.9%-12.5pp | 69.6%-0.2pp |
| Annual return | 21.08% | 24.19%-3.1pp | 151.07%-130.0pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,036 | $3,256-37.5% | $5,011-59.4% | $2,471-17.6% |
| Participant deferral / active EE | $3,813 | $3,236+17.8% | $5,202-26.7% | $3,740+1.9% |
| Admin fee / account holder | $534 | $6,751-92.1% | $13,984-96.2% | $5,306-89.9% |