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 | $92,947 | $115,770-19.7% | $101,248-8.2% | $158,922-41.5% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 19.63% | 56.14%-36.5pp | 46.47%-26.8pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,743 | $4,175-58.3% | $3,660-52.4% | $4,761-63.4% |
| Participant deferral / active EE | $3,699 | $4,957-25.4% | $4,370-15.4% | $5,982-38.2% |
| Admin fee / account holder | $339 | $7,245-95.3% | $5,945-94.3% | $11,246-97.0% |