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 | $76,029 | $165,984-54.2% | $164,813-53.9% | $145,922-47.9% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.5pp |
| Annual return | 12.80% | 100.03%-87.2pp | 69.93%-57.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,803 | $5,273-46.9% | $4,341-35.4% | $4,660-39.9% |
| Participant deferral / active EE | $7,319 | $6,959+5.2% | $6,031+21.4% | $6,688+9.4% |
| Admin fee / account holder | $23,022 | $16,648+38.3% | $12,690+81.4% | $13,397+71.8% |