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 | $87,531 | $112,881-22.5% | $90,951-3.8% | $158,922-44.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 28.30% | 215.79%-187.5pp | 134.60%-106.3pp | 302.83%-274.5pp |
| Employer contribution / active EE | $2,738 | $2,893-5.4% | $2,122+29.0% | $4,761-42.5% |
| Participant deferral / active EE | $7,089 | $4,128+71.8% | $3,373+110.2% | $5,982+18.5% |
| Admin fee / account holder | $336 | $8,041-95.8% | $5,959-94.4% | $11,246-97.0% |