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 | $91,443 | $175,202-47.8% | $149,673-38.9% | $139,434-34.4% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 10.87% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $7,395 | $5,474+35.1% | $4,818+53.5% | $4,751+55.7% |
| Participant deferral / active EE | $3,755 | $6,519-42.4% | $5,680-33.9% | $6,710-44.0% |
| Admin fee / account holder | $1,650 | $16,150-89.8% | $13,210-87.5% | $11,403-85.5% |