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 | $68,715 | $98,240-30.1% | $82,313-16.5% | $147,584-53.4% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 15.12% | 30.85%-15.7pp | 25.88%-10.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $4,923 | $3,192+54.3% | $2,428+102.7% | $4,876+1.0% |
| Participant deferral / active EE | $12,125 | $4,383+176.6% | $3,706+227.2% | $5,439+122.9% |
| Admin fee / account holder | $11,849 | $8,563+38.4% | $5,608+111.3% | $10,885+8.9% |