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 | $65,347 | $152,587-57.2% | $125,175-47.8% | $152,861-57.3% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 23.24% | 54.84%-31.6pp | 43.79%-20.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $4,423 | $4,946-10.6% | $3,865+14.4% | $4,762-7.1% |
| Participant deferral / active EE | $11,447 | $5,868+95.1% | $4,937+131.9% | $5,850+95.7% |
| Admin fee / account holder | $352 | $13,434-97.4% | $9,702-96.4% | $11,596-97.0% |