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 | $81,100 | $83,337-2.7% | $67,834+19.6% | $273,961-70.4% |
| Participation rate | 55.6% | 76.4%-20.9pp | 68.8%-13.2pp | 83.0%-27.5pp |
| Annual return | 3.77% | 259.45%-255.7pp | 138.47%-134.7pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,129 | $3,287-65.7% | $2,403-53.0% | $4,869-76.8% |
| Participant deferral / active EE | $4,171 | $4,088+2.0% | $3,160+32.0% | $5,287-21.1% |
| Admin fee / account holder | $364 | $6,752-94.6% | $4,622-92.1% | $10,132-96.4% |