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 | $72,427 | $197,591-63.3% | $177,821-59.3% | $158,922-54.4% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.7%-26.2pp | 82.0%-20.4pp |
| Annual return | 13.94% | 58.76%-44.8pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,992 | $6,697-55.3% | $5,918-49.4% | $4,761-37.2% |
| Participant deferral / active EE | $4,875 | $8,405-42.0% | $7,714-36.8% | $5,982-18.5% |
| Admin fee / account holder | $1,521 | $15,399-90.1% | $12,427-87.8% | $11,246-86.5% |