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 | $80,761 | $111,814-27.8% | $103,374-21.9% | $145,959-44.7% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 10.14% | 24.77%-14.6pp | 24.89%-14.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $5,794 | $4,214+37.5% | $3,869+49.8% | $4,661+24.3% |
| Participant deferral / active EE | $3,827 | $5,618-31.9% | $5,058-24.3% | $6,689-42.8% |
| Admin fee / account holder | $3,739 | $9,754-61.7% | $8,394-55.5% | $13,398-72.1% |