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 | $71,857 | $96,484-25.5% | $75,886-5.3% | $152,861-53.0% |
| Participation rate | 35.7% | 76.2%-40.5pp | 69.3%-33.6pp | 82.4%-46.7pp |
| Annual return | 26.07% | 33.98%-7.9pp | 30.76%-4.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $893 | $3,309-73.0% | $2,500-64.3% | $4,762-81.2% |
| Participant deferral / active EE | $2,162 | $4,553-52.5% | $3,603-40.0% | $5,850-63.1% |
| Admin fee / account holder | $3,675 | $8,078-54.5% | $5,418-32.2% | $11,596-68.3% |