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 | $75,873 | $112,096-32.3% | $95,952-20.9% | $158,922-52.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 18.46% | 171.09%-152.6pp | 91.61%-73.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,096 | $3,198-65.7% | $2,541-56.9% | $4,761-77.0% |
| Participant deferral / active EE | $3,061 | $4,784-36.0% | $4,167-26.5% | $5,982-48.8% |
| Admin fee / account holder | $3,600 | $10,130-64.5% | $6,795-47.0% | $11,246-68.0% |