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 | $83,844 | $148,534-43.6% | $135,903-38.3% | $139,434-39.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 88.40% | 79.19%+9.2pp | 68.23%+20.2pp | 372.94%-284.5pp |
| Employer contribution / active EE | $2,323 | $5,243-55.7% | $4,856-52.2% | $4,751-51.1% |
| Participant deferral / active EE | $3,505 | $8,100-56.7% | $7,758-54.8% | $6,710-47.8% |
| Admin fee / account holder | $10,148 | $12,400-18.2% | $10,762-5.7% | $11,403-11.0% |