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 | $78,190 | $115,770-32.5% | $101,248-22.8% | $158,922-50.8% |
| Participation rate | 35.7% | 79.4%-43.7pp | 75.8%-40.1pp | 82.0%-46.2pp |
| Annual return | 14.94% | 56.14%-41.2pp | 46.47%-31.5pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,378 | $4,175-67.0% | $3,660-62.3% | $4,761-71.1% |
| Participant deferral / active EE | $4,406 | $4,957-11.1% | $4,370+0.8% | $5,982-26.4% |
| Admin fee / account holder | $338 | $7,245-95.3% | $5,945-94.3% | $11,246-97.0% |