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 | $78,447 | $99,877-21.5% | $84,966-7.7% | $145,922-46.2% |
| Participation rate | 59.1% | 74.1%-15.0pp | 67.5%-8.4pp | 80.3%-21.2pp |
| Annual return | 12.21% | 83.76%-71.6pp | 66.38%-54.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,791 | $3,231-44.6% | $2,727-34.3% | $4,660-61.6% |
| Participant deferral / active EE | $4,559 | $5,291-13.8% | $4,519+0.9% | $6,688-31.8% |
| Admin fee / account holder | $8,178 | $7,248+12.8% | $6,149+33.0% | $13,397-39.0% |