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 | $75,161 | $201,272-62.7% | $184,203-59.2% | $145,922-48.5% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 11.30% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,845 | $7,022-73.7% | $6,427-71.3% | $4,660-60.4% |
| Participant deferral / active EE | $4,138 | $9,806-57.8% | $9,131-54.7% | $6,688-38.1% |
| Admin fee / account holder | $8,052 | $16,364-50.8% | $13,901-42.1% | $13,397-39.9% |