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 | $84,043 | $107,934-22.1% | $91,989-8.6% | $152,861-45.0% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 22.62% | 89.24%-66.6pp | 69.02%-46.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,410 | $4,210-42.8% | $3,452-30.2% | $4,762-49.4% |
| Participant deferral / active EE | $4,620 | $6,364-27.4% | $5,923-22.0% | $5,850-21.0% |
| Admin fee / account holder | $1,907 | $10,520-81.9% | $7,743-75.4% | $11,596-83.6% |