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 | $61,920 | $111,814-44.6% | $93,654-33.9% | $145,959-57.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.68% | 203.30%-193.6pp | 133.34%-123.7pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,739 | $3,092-11.4% | $2,421+13.1% | $4,661-41.2% |
| Participant deferral / active EE | $4,552 | $4,914-7.4% | $4,413+3.1% | $6,689-31.9% |
| Admin fee / account holder | $809 | $10,246-92.1% | $8,282-90.2% | $13,398-94.0% |