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 | $84,424 | $106,890-21.0% | $84,015+0.5% | $152,861-44.8% |
| Participation rate | 59.1% | 75.2%-16.1pp | 69.0%-9.9pp | 82.4%-23.4pp |
| Annual return | 37.01% | 104.99%-68.0pp | 71.31%-34.3pp | 345.32%-308.3pp |
| Employer contribution / active EE | $889 | $2,734-67.5% | $1,983-55.2% | $4,762-81.3% |
| Participant deferral / active EE | $4,666 | $4,011+16.3% | $3,239+44.1% | $5,850-20.2% |
| Admin fee / account holder | $2,668 | $8,285-67.8% | $6,101-56.3% | $11,596-77.0% |