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 | $87,204 | $232,540-62.5% | $185,117-52.9% | $147,584-40.9% |
| Participation rate | 47.6% | 82.4%-34.7pp | 77.3%-29.6pp | 82.8%-35.2pp |
| Annual return | 19.16% | 43.03%-23.9pp | 40.50%-21.3pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,494 | $5,195-71.2% | $4,182-64.3% | $4,876-69.4% |
| Participant deferral / active EE | $3,239 | $5,834-44.5% | $5,045-35.8% | $5,439-40.5% |
| Admin fee / account holder | $990 | $10,275-90.4% | $8,159-87.9% | $10,885-90.9% |