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 | $99,240 | $179,726-44.8% | $156,263-36.5% | $142,382-30.3% |
| Participation rate | 68.4% | 82.1%-13.7pp | 78.9%-10.5pp | 80.1%-11.7pp |
| Annual return | 16.92% | 77.86%-60.9pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,266 | $5,069-55.3% | $4,333-47.7% | $4,299-47.3% |
| Participant deferral / active EE | $7,488 | $6,956+7.7% | $6,158+21.6% | $6,507+15.1% |
| Admin fee / account holder | $1,229 | $17,272-92.9% | $14,255-91.4% | $12,624-90.3% |