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 | $91,659 | $209,411-56.2% | $178,490-48.6% | $158,922-42.3% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 13.65% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,867 | $5,706-49.8% | $5,011-42.8% | $4,761-39.8% |
| Participant deferral / active EE | $10,133 | $5,954+70.2% | $5,202+94.8% | $5,982+69.4% |
| Admin fee / account holder | $1,059 | $17,074-93.8% | $13,984-92.4% | $11,246-90.6% |