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 | $80,347 | $144,119-44.2% | $117,854-31.8% | $147,584-45.6% |
| Participation rate | 64.3% | 83.4%-19.1pp | 79.7%-15.4pp | 82.8%-18.5pp |
| Annual return | 18.80% | 531.15%-512.3pp | 335.08%-316.3pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,588 | $4,896-67.6% | $3,786-58.0% | $4,876-67.4% |
| Participant deferral / active EE | $6,883 | $5,316+29.5% | $4,482+53.6% | $5,439+26.6% |
| Admin fee / account holder | $3,630 | $10,886-66.7% | $8,020-54.7% | $10,885-66.7% |