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 | $60,267 | $72,071-16.4% | $68,368-11.8% | $137,256-56.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 19.22% | 353.14%-333.9pp | 292.57%-273.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,421 | $2,788-13.2% | $2,649-8.6% | $4,156-41.8% |
| Participant deferral / active EE | $5,887 | $4,410+33.5% | $4,123+42.8% | $6,407-8.1% |
| Admin fee / account holder | $11,831 | $5,336+121.7% | $5,150+129.7% | $12,270-3.6% |