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 | $73,393 | $197,591-62.9% | $177,821-58.7% | $158,922-53.8% |
| Participation rate | 68.2% | 88.5%-20.4pp | 87.7%-19.5pp | 82.0%-13.8pp |
| Annual return | 19.09% | 58.76%-39.7pp | 48.32%-29.2pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,616 | $6,697-75.9% | $5,918-72.7% | $4,761-66.1% |
| Participant deferral / active EE | $4,471 | $8,405-46.8% | $7,714-42.0% | $5,982-25.3% |
| Admin fee / account holder | $2,393 | $15,399-84.5% | $12,427-80.7% | $11,246-78.7% |