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 | $97,450 | $165,984-41.3% | $164,813-40.9% | $145,922-33.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 17.24% | 100.03%-82.8pp | 69.93%-52.7pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,512 | $5,273-71.3% | $4,341-65.2% | $4,660-67.6% |
| Participant deferral / active EE | $3,625 | $6,959-47.9% | $6,031-39.9% | $6,688-45.8% |
| Admin fee / account holder | $3,099 | $16,648-81.4% | $12,690-75.6% | $13,397-76.9% |