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 | $67,197 | $89,355-24.8% | $141,162-52.4% | $72,985-7.9% |
| Participation rate | 67.9% | 75.1%-7.3pp | 82.5%-14.6pp | 69.5%-1.6pp |
| Annual return | 36.01% | 111.85%-75.8pp | 71.39%-35.4pp | 81.00%-45.0pp |
| Employer contribution / active EE | $2,375 | $3,114-23.7% | $4,735-49.8% | $2,440-2.6% |
| Participant deferral / active EE | $7,248 | $5,418+33.8% | $6,709+8.0% | $3,607+100.9% |
| Admin fee / account holder | $1,872 | $5,958-68.6% | $10,261-81.8% | $5,124-63.5% |