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 | $74,888-19.5% | $71,209-15.4% | $142,382-57.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 19.22% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,421 | $2,854-15.2% | $2,721-11.0% | $4,299-43.7% |
| Participant deferral / active EE | $5,887 | $4,454+32.2% | $4,175+41.0% | $6,507-9.5% |
| Admin fee / account holder | $11,831 | $5,568+112.5% | $5,349+121.2% | $12,624-6.3% |