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 | $44,908 | $81,208-44.7% | $98,907-54.6% | $79,858-43.8% |
| Participation rate | 63.0% | 72.5%-9.5pp | 76.0%-13.0pp | 69.6%-6.6pp |
| Annual return | 16.63% | 60.99%-44.4pp | 196.43%-179.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,200 | $1,960+12.3% | $2,689-18.2% | $2,471-11.0% |
| Participant deferral / active EE | $3,702 | $3,265+13.4% | $4,244-12.8% | $3,740-1.0% |
| Admin fee / account holder | $1,313 | $6,013-78.2% | $6,642-80.2% | $5,306-75.3% |