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 | $74,215 | $113,339-34.5% | $94,993-21.9% | $147,584-49.7% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.9%-13.9pp | 82.8%-22.8pp |
| Annual return | 19.39% | 20.77%-1.4pp | 27.12%-7.7pp | 578.55%-559.2pp |
| Employer contribution / active EE | $8,906 | $3,160+181.8% | $2,603+242.1% | $4,876+82.6% |
| Participant deferral / active EE | $5,595 | $3,777+48.1% | $3,317+68.7% | $5,439+2.9% |
| Admin fee / account holder | $791 | $6,063-87.0% | $4,960-84.1% | $10,885-92.7% |