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 | $60,097 | $104,907-42.7% | $84,611-29.0% | $152,861-60.7% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 24.98% | 373.79%-348.8pp | 258.74%-233.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,592 | $3,302-51.8% | $2,652-40.0% | $4,762-66.6% |
| Participant deferral / active EE | $5,573 | $4,688+18.9% | $3,899+42.9% | $5,850-4.7% |
| Admin fee / account holder | $5,197 | $6,241-16.7% | $4,912+5.8% | $11,596-55.2% |