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 | $129,898 | $197,591-34.3% | $177,821-27.0% | $158,922-18.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 21.74% | 58.76%-37.0pp | 48.32%-26.6pp | 302.83%-281.1pp |
| Employer contribution / active EE | $6,189 | $6,697-7.6% | $5,918+4.6% | $4,761+30.0% |
| Participant deferral / active EE | $3,564 | $8,405-57.6% | $7,714-53.8% | $5,982-40.4% |
| Admin fee / account holder | $14,897 | $15,399-3.3% | $12,427+19.9% | $11,246+32.5% |