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 | $67,463 | $53,822+25.3% | $75,696-10.9% | $85,850-21.4% |
| Participation rate | 63.9% | 69.1%-5.2pp | 74.8%-10.9pp | 69.3%-5.4pp |
| Annual return | 17.39% | 24.54%-7.2pp | 104.53%-87.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $3,098 | $2,017+53.6% | $2,743+13.0% | $2,565+20.8% |
| Participant deferral / active EE | $4,516 | $2,895+56.0% | $3,821+18.2% | $3,952+14.3% |
| Admin fee / account holder | $381 | $3,343-88.6% | $3,619-89.5% | $6,260-93.9% |