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 | $76,617 | $63,346+21.0% | $92,233-16.9% | $70,131+9.2% |
| Participation rate | 41.9% | 68.7%-26.7pp | 76.5%-34.5pp | 69.5%-27.6pp |
| Annual return | 18.72% | 530.12%-511.4pp | 176.28%-157.6pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,421 | $2,471-42.5% | $3,679-61.4% | $2,342-39.3% |
| Participant deferral / active EE | $3,559 | $2,854+24.7% | $3,897-8.7% | $3,332+6.8% |
| Admin fee / account holder | $4,703 | $3,840+22.5% | $5,194-9.4% | $4,645+1.2% |