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 | $69,795 | $85,766-18.6% | $136,294-48.8% | $70,131-0.5% |
| Participation rate | 68.1% | 74.2%-6.1pp | 81.9%-13.8pp | 69.5%-1.5pp |
| Annual return | 22.00% | 31.45%-9.5pp | 5155.94%-5133.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $6,116 | $2,966+106.2% | $4,695+30.3% | $2,342+161.1% |
| Participant deferral / active EE | $8,264 | $5,051+63.6% | $6,247+32.3% | $3,332+148.0% |
| Admin fee / account holder | $2,933 | $5,420-45.9% | $9,243-68.3% | $4,645-36.9% |