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 | $86,567 | $183,592-52.8% | $155,567-44.4% | $145,959-40.7% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 17.56% | 61.24%-43.7pp | 64.74%-47.2pp | 561.95%-544.4pp |
| Employer contribution / active EE | $2,030 | $5,315-61.8% | $4,674-56.6% | $4,661-56.4% |
| Participant deferral / active EE | $6,434 | $6,464-0.5% | $5,628+14.3% | $6,689-3.8% |
| Admin fee / account holder | $4,946 | $19,318-74.4% | $15,916-68.9% | $13,398-63.1% |