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 | $97,485 | $85,202+14.4% | $172,739-43.6% | $72,985+33.6% |
| Participation rate | 41.5% | 70.1%-28.6pp | 82.6%-41.2pp | 69.5%-28.0pp |
| Annual return | 26.73% | 27.32%-0.6pp | 802.84%-776.1pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,441 | $3,324-56.7% | $5,143-72.0% | $2,440-40.9% |
| Participant deferral / active EE | $2,341 | $3,260-28.2% | $5,198-55.0% | $3,607-35.1% |
| Admin fee / account holder | $815 | $5,884-86.1% | $13,954-94.2% | $5,124-84.1% |