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 | $126,571 | $227,553-44.4% | $189,557-33.2% | $167,490-24.4% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.4%-31.4pp | 82.1%-35.0pp |
| Annual return | 11.33% | 78.40%-67.1pp | 64.17%-52.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,851 | $5,316-65.2% | $4,412-58.1% | $4,837-61.7% |
| Participant deferral / active EE | $6,360 | $7,002-9.2% | $6,174+3.0% | $6,341+0.3% |
| Admin fee / account holder | $633 | $11,878-94.7% | $9,807-93.5% | $12,309-94.9% |