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 | $77,460 | $112,881-31.4% | $90,951-14.8% | $158,922-51.3% |
| Participation rate | 64.7% | 74.7%-10.0pp | 69.0%-4.3pp | 82.0%-17.3pp |
| Annual return | 6.63% | 215.79%-209.2pp | 134.60%-128.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $933 | $2,893-67.8% | $2,122-56.0% | $4,761-80.4% |
| Participant deferral / active EE | $2,405 | $4,128-41.7% | $3,373-28.7% | $5,982-59.8% |
| Admin fee / account holder | $1,364 | $8,041-83.0% | $5,959-77.1% | $11,246-87.9% |