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 | $67,820 | $49,922+35.9% | $80,569-15.8% | $75,163-9.8% |
| Participation rate | 35.6% | 55.3%-19.8pp | 67.0%-31.4pp | 67.2%-31.6pp |
| Annual return | 15.83% | 34.69%-18.9pp | 935.43%-919.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,562 | $1,698-8.0% | $2,723-42.7% | $2,670-41.5% |
| Participant deferral / active EE | $3,185 | $2,990+6.5% | $4,447-28.4% | $4,125-22.8% |
| Admin fee / account holder | $5,567 | $3,577+55.6% | $5,377+3.5% | $5,651-1.5% |