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 | $99,841 | $214,378-53.4% | $200,582-50.2% | $142,382-29.9% |
| Participation rate | 63.6% | 87.4%-23.8pp | 86.9%-23.2pp | 80.1%-16.5pp |
| Annual return | 13.17% | 46.41%-33.2pp | 42.33%-29.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,725 | $6,841-16.3% | $6,419-10.8% | $4,299+33.2% |
| Participant deferral / active EE | $5,559 | $9,865-43.7% | $9,331-40.4% | $6,507-14.6% |
| Admin fee / account holder | $6,398 | $17,692-63.8% | $16,305-60.8% | $12,624-49.3% |