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 | $79,750 | $69,207+15.2% | $64,056+24.5% | $139,434-42.8% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 17.16% | 45.88%-28.7pp | 33.69%-16.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,512 | $3,182-52.5% | $2,747-44.9% | $4,751-68.2% |
| Participant deferral / active EE | $7,685 | $4,682+64.2% | $3,880+98.1% | $6,710+14.5% |
| Admin fee / account holder | $1,039 | $4,244-75.5% | $3,068-66.1% | $11,403-90.9% |