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 | $64,566 | $124,281-48.0% | $109,143-40.8% | $167,490-61.5% |
| Participation rate | 58.3% | 79.4%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 33.88% | 26.04%+7.8pp | 25.75%+8.1pp | 478.56%-444.7pp |
| Employer contribution / active EE | $2,003 | $4,207-52.4% | $3,722-46.2% | $4,837-58.6% |
| Participant deferral / active EE | $4,687 | $5,255-10.8% | $4,653+0.7% | $6,341-26.1% |
| Admin fee / account holder | $8,169 | $7,970+2.5% | $6,752+21.0% | $12,309-33.6% |