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 | $82,180 | $232,540-64.7% | $185,117-55.6% | $147,584-44.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 25.33% | 43.03%-17.7pp | 40.50%-15.2pp | 578.55%-553.2pp |
| Employer contribution / active EE | $1,968 | $5,195-62.1% | $4,182-52.9% | $4,876-59.6% |
| Participant deferral / active EE | $4,202 | $5,834-28.0% | $5,045-16.7% | $5,439-22.7% |
| Admin fee / account holder | $7,082 | $10,275-31.1% | $8,159-13.2% | $10,885-34.9% |