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 | $182,398 | $121,625+50.0% | $104,607+74.4% | $158,922+14.8% |
| Participation rate | 63.6% | 77.5%-13.9pp | 74.1%-10.4pp | 82.0%-18.3pp |
| Annual return | 4.00% | 465.26%-461.3pp | 340.46%-336.5pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,079 | $3,163-65.9% | $2,681-59.8% | $4,761-77.3% |
| Participant deferral / active EE | $1,382 | $4,177-66.9% | $3,740-63.0% | $5,982-76.9% |
| Admin fee / account holder | $12,075 | $7,787+55.1% | $6,473+86.5% | $11,246+7.4% |