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 | $78,741 | $99,877-21.2% | $84,966-7.3% | $145,922-46.0% |
| Participation rate | 58.8% | 74.1%-15.3pp | 67.5%-8.7pp | 80.3%-21.5pp |
| Annual return | 13.93% | 83.76%-69.8pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,329 | $3,231-27.9% | $2,727-14.6% | $4,660-50.0% |
| Participant deferral / active EE | $5,026 | $5,291-5.0% | $4,519+11.2% | $6,688-24.9% |
| Admin fee / account holder | $1,504 | $7,248-79.3% | $6,149-75.5% | $13,397-88.8% |