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 | $84,812 | $127,777-33.6% | $106,548-20.4% | $167,490-49.4% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 13.36% | 33.87%-20.5pp | 26.80%-13.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $4,476 | $3,427+30.6% | $2,819+58.8% | $4,837-7.5% |
| Participant deferral / active EE | $4,526 | $5,087-11.0% | $4,398+2.9% | $6,341-28.6% |
| Admin fee / account holder | $73,832 | $11,228+557.6% | $7,407+896.8% | $12,309+499.8% |