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 | $89,894 | $150,197-40.1% | $120,368-25.3% | $145,959-38.4% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 9.83% | 154.26%-144.4pp | 107.26%-97.4pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,925 | $4,350-55.8% | $3,465-44.5% | $4,661-58.7% |
| Participant deferral / active EE | $4,984 | $6,174-19.3% | $4,991-0.1% | $6,689-25.5% |
| Admin fee / account holder | $7,527 | $12,216-38.4% | $9,429-20.2% | $13,398-43.8% |