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 | $80,386 | $102,966-21.9% | $90,281-11.0% | $152,861-47.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 10.82% | 95.16%-84.3pp | 78.10%-67.3pp | 345.32%-334.5pp |
| Employer contribution / active EE | $2,739 | $3,139-12.7% | $2,854-4.0% | $4,762-42.5% |
| Participant deferral / active EE | $4,818 | $4,281+12.5% | $3,885+24.0% | $5,850-17.6% |
| Admin fee / account holder | $1,761 | $6,171-71.5% | $5,351-67.1% | $11,596-84.8% |