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 | $85,573 | $112,881-24.2% | $90,951-5.9% | $158,922-46.2% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 13.68% | 215.79%-202.1pp | 134.60%-120.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,446 | $2,893-15.4% | $2,122+15.3% | $4,761-48.6% |
| Participant deferral / active EE | $4,786 | $4,128+15.9% | $3,373+41.9% | $5,982-20.0% |
| Admin fee / account holder | $2,494 | $8,041-69.0% | $5,959-58.2% | $11,246-77.8% |