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 | $54,701 | $197,591-72.3% | $177,821-69.2% | $158,922-65.6% |
| Participation rate | 68.4% | 88.5%-20.1pp | 87.7%-19.3pp | 82.0%-13.5pp |
| Annual return | 13.84% | 58.76%-44.9pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $7,619 | $6,697+13.8% | $5,918+28.7% | $4,761+60.0% |
| Participant deferral / active EE | $9,558 | $8,405+13.7% | $7,714+23.9% | $5,982+59.8% |
| Admin fee / account holder | $5,135 | $15,399-66.7% | $12,427-58.7% | $11,246-54.3% |