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 | $81,084 | $165,584-51.0% | $142,942-43.3% | $137,256-40.9% |
| Participation rate | 66.7% | 80.1%-13.4pp | 76.8%-10.2pp | 80.0%-13.3pp |
| Annual return | 18.14% | 164.22%-146.1pp | 113.70%-95.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $520 | $4,725-89.0% | $4,139-87.4% | $4,156-87.5% |
| Participant deferral / active EE | $6,926 | $8,194-15.5% | $7,128-2.8% | $6,407+8.1% |
| Admin fee / account holder | $3,055 | $16,167-81.1% | $12,475-75.5% | $12,270-75.1% |