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 | $77,859 | $165,335-52.9% | $149,696-48.0% | $158,922-51.0% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 21.30% | 348.15%-326.8pp | 276.60%-255.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $4,916 | $5,103-3.7% | $4,644+5.8% | $4,761+3.2% |
| Participant deferral / active EE | $3,298 | $7,181-54.1% | $6,842-51.8% | $5,982-44.9% |
| Admin fee / account holder | $711 | $10,807-93.4% | $9,309-92.4% | $11,246-93.7% |