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 | $73,056 | $112,881-35.3% | $90,951-19.7% | $158,922-54.0% |
| Participation rate | 58.8% | 74.7%-15.9pp | 69.0%-10.2pp | 82.0%-23.1pp |
| Annual return | 26.00% | 215.79%-189.8pp | 134.60%-108.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $988 | $2,893-65.9% | $2,122-53.4% | $4,761-79.3% |
| Participant deferral / active EE | $4,783 | $4,128+15.9% | $3,373+41.8% | $5,982-20.0% |
| Admin fee / account holder | $3,956 | $8,041-50.8% | $5,959-33.6% | $11,246-64.8% |