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 | $64,732 | $105,181-38.5% | $159,436-59.4% | $85,850-24.6% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.8%-15.0pp | 69.3%-1.5pp |
| Annual return | 19.50% | 45.07%-25.6pp | 263.57%-244.1pp | 318.53%-299.0pp |
| Employer contribution / active EE | $4,327 | $3,318+30.4% | $4,829-10.4% | $2,565+68.7% |
| Participant deferral / active EE | $5,000 | $5,945-15.9% | $7,352-32.0% | $3,952+26.5% |
| Admin fee / account holder | $1,634 | $6,933-76.4% | $10,799-84.9% | $6,260-73.9% |