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 | $91,238 | $132,634-31.2% | $115,768-21.2% | $137,256-33.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 17.48% | 160.70%-143.2pp | 100.46%-83.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,691 | $3,360-19.9% | $2,940-8.5% | $4,156-35.2% |
| Participant deferral / active EE | $5,235 | $5,619-6.8% | $4,917+6.5% | $6,407-18.3% |
| Admin fee / account holder | $5,127 | $15,028-65.9% | $12,439-58.8% | $12,270-58.2% |