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 | $87,364 | $183,592-52.4% | $155,567-43.8% | $145,959-40.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 19.05% | 61.24%-42.2pp | 64.74%-45.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $1,602 | $5,315-69.9% | $4,674-65.7% | $4,661-65.6% |
| Participant deferral / active EE | $8,983 | $6,464+39.0% | $5,628+59.6% | $6,689+34.3% |
| Admin fee / account holder | $767 | $19,318-96.0% | $15,916-95.2% | $13,398-94.3% |