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 | $49,692 | $99,079-49.8% | $77,999-36.3% | $273,961-81.9% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.5%-7.1pp | 83.0%-14.6pp |
| Annual return | 7.54% | 217.93%-210.4pp | 425.96%-418.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,484 | $3,308-24.9% | $2,470+0.6% | $4,869-49.0% |
| Participant deferral / active EE | $6,437 | $4,306+49.5% | $3,497+84.1% | $5,287+21.8% |
| Admin fee / account holder | $1,257 | $8,954-86.0% | $5,480-77.1% | $10,132-87.6% |