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 | $71,106 | $85,202-16.5% | $172,739-58.8% | $72,985-2.6% |
| Participation rate | 64.9% | 70.1%-5.2pp | 82.6%-17.7pp | 69.5%-4.6pp |
| Annual return | 24.95% | 27.32%-2.4pp | 802.84%-777.9pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,975 | $3,324-40.6% | $5,143-61.6% | $2,440-19.1% |
| Participant deferral / active EE | $7,122 | $3,260+118.4% | $5,198+37.0% | $3,607+97.4% |
| Admin fee / account holder | $5,884 | $5,8840% | $13,954-57.8% | $5,124+14.8% |