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 | $116,963 | $107,334+9.0% | $92,893+25.9% | $152,861-23.5% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.4%-24.1pp |
| Annual return | 18.62% | 145.58%-127.0pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,444 | $4,221-65.8% | $3,653-60.5% | $4,762-69.7% |
| Participant deferral / active EE | $2,206 | $4,845-54.5% | $4,236-47.9% | $5,850-62.3% |
| Admin fee / account holder | $1,576 | $7,079-77.7% | $5,794-72.8% | $11,596-86.4% |