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 | $87,327 | $114,381-23.7% | $107,525-18.8% | $142,382-38.7% |
| Participation rate | 64.3% | 78.1%-13.9pp | 75.1%-10.8pp | 80.1%-15.8pp |
| Annual return | 16.32% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,877 | $4,015+46.4% | $3,754+56.6% | $4,299+36.7% |
| Participant deferral / active EE | $4,714 | $5,564-15.3% | $5,116-7.9% | $6,507-27.6% |
| Admin fee / account holder | $1,078 | $9,860-89.1% | $8,919-87.9% | $12,624-91.5% |