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 | $77,190 | $107,334-28.1% | $92,893-16.9% | $152,861-49.5% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.0%-14.1pp | 82.4%-20.5pp |
| Annual return | 26.02% | 145.58%-119.6pp | 109.41%-83.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,939 | $4,221-54.1% | $3,653-46.9% | $4,762-59.3% |
| Participant deferral / active EE | $4,317 | $4,845-10.9% | $4,236+1.9% | $5,850-26.2% |
| Admin fee / account holder | $1,152 | $7,079-83.7% | $5,794-80.1% | $11,596-90.1% |