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 | $79,676 | $148,534-46.4% | $135,903-41.4% | $139,434-42.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 19.99% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,047 | $5,243-80.0% | $4,856-78.4% | $4,751-78.0% |
| Participant deferral / active EE | $12,528 | $8,100+54.7% | $7,758+61.5% | $6,710+86.7% |
| Admin fee / account holder | $849 | $12,400-93.2% | $10,762-92.1% | $11,403-92.6% |