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 | $58,168 | $48,570+19.8% | $130,648-55.5% | $72,985-20.3% |
| Participation rate | 65.5% | 58.6%+6.9pp | 71.7%-6.2pp | 69.5%-4.0pp |
| Annual return | 25.82% | 38.63%-12.8pp | 1708.96%-1683.1pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,873 | $1,334+40.4% | $4,092-54.2% | $2,440-23.2% |
| Participant deferral / active EE | $7,675 | $2,384+222.0% | $3,603+113.0% | $3,607+112.8% |
| Admin fee / account holder | $2,746 | $3,549-22.6% | $5,464-49.8% | $5,124-46.4% |