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 | $71,199 | $183,519-61.2% | $155,509-54.2% | $145,922-51.2% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 9.38% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $9,210 | $5,313+73.4% | $4,672+97.1% | $4,660+97.7% |
| Participant deferral / active EE | $6,395 | $6,462-1.0% | $5,626+13.7% | $6,688-4.4% |
| Admin fee / account holder | $1,430 | $19,313-92.6% | $15,912-91.0% | $13,397-89.3% |