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 | $56,144 | $63,346-11.4% | $92,233-39.1% | $70,131-19.9% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 16.41% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,873 | $2,471-24.2% | $3,679-49.1% | $2,342-20.0% |
| Participant deferral / active EE | $4,656 | $2,854+63.2% | $3,897+19.5% | $3,332+39.7% |
| Admin fee / account holder | $7,953 | $3,840+107.1% | $5,194+53.1% | $4,645+71.2% |