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 | $79,707 | $227,553-65.0% | $189,557-58.0% | $167,490-52.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 16.63% | 78.40%-61.8pp | 64.17%-47.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $8,996 | $5,316+69.2% | $4,412+103.9% | $4,837+86.0% |
| Participant deferral / active EE | $2,879 | $7,002-58.9% | $6,174-53.4% | $6,341-54.6% |
| Admin fee / account holder | $597 | $11,878-95.0% | $9,807-93.9% | $12,309-95.1% |