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 | $88,454 | $107,334-17.6% | $92,893-4.8% | $152,861-42.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 18.27% | 145.58%-127.3pp | 109.41%-91.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,755 | $4,221-34.7% | $3,653-24.6% | $4,762-42.1% |
| Participant deferral / active EE | $7,503 | $4,845+54.9% | $4,236+77.1% | $5,850+28.3% |
| Admin fee / account holder | $3,575 | $7,079-49.5% | $5,794-38.3% | $11,596-69.2% |