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 | $92,895 | $73,515+26.4% | $62,995+47.5% | $147,584-37.1% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 21.52% | 175.43%-153.9pp | 87.57%-66.1pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,684 | $3,320-49.3% | $2,759-39.0% | $4,876-65.5% |
| Participant deferral / active EE | $4,694 | $4,185+12.2% | $3,329+41.0% | $5,439-13.7% |
| Admin fee / account holder | $847 | $5,953-85.8% | $3,600-76.5% | $10,885-92.2% |