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 | $95,922 | $152,587-37.1% | $125,175-23.4% | $152,861-37.2% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 26.16% | 54.84%-28.7pp | 43.79%-17.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,521 | $4,946-69.3% | $3,865-60.7% | $4,762-68.1% |
| Participant deferral / active EE | $4,358 | $5,868-25.7% | $4,937-11.7% | $5,850-25.5% |
| Admin fee / account holder | $586 | $13,434-95.6% | $9,702-94.0% | $11,596-95.0% |