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 | $85,623 | $162,781-47.4% | $133,956-36.1% | $158,922-46.1% |
| Participation rate | 53.3% | 83.2%-29.9pp | 79.8%-26.5pp | 82.0%-28.6pp |
| Annual return | 15.04% | 41.94%-26.9pp | 45.09%-30.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,956 | $4,975-20.5% | $3,919+1.0% | $4,761-16.9% |
| Participant deferral / active EE | $5,622 | $5,911-4.9% | $5,048+11.4% | $5,982-6.0% |
| Admin fee / account holder | $9,873 | $11,736-15.9% | $8,927+10.6% | $11,246-12.2% |