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 | $117,773 | $102,616+14.8% | $81,983+43.7% | $158,922-25.9% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.2%-6.7pp | 82.0%-19.5pp |
| Annual return | 16.40% | 61.04%-44.6pp | 41.31%-24.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,291 | $3,240-60.2% | $2,498-48.3% | $4,761-72.9% |
| Participant deferral / active EE | $3,518 | $4,648-24.3% | $3,722-5.5% | $5,982-41.2% |
| Admin fee / account holder | $961 | $8,235-88.3% | $5,664-83.0% | $11,246-91.5% |