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 | $94,346 | $126,574-25.5% | $106,213-11.2% | $145,922-35.3% |
| Participation rate | 69.6% | 77.6%-8.1pp | 75.3%-5.7pp | 80.3%-10.7pp |
| Annual return | 15.84% | 224.79%-208.9pp | 116.14%-100.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,511 | $3,730-32.7% | $3,171-20.8% | $4,660-46.1% |
| Participant deferral / active EE | $4,027 | $5,724-29.6% | $5,016-19.7% | $6,688-39.8% |
| Admin fee / account holder | $963 | $17,304-94.4% | $11,033-91.3% | $13,397-92.8% |