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 | $93,233 | $226,064-58.8% | $182,532-48.9% | $152,861-39.0% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.0%-13.7pp | 82.4%-18.2pp |
| Annual return | 18.77% | 192.51%-173.7pp | 148.54%-129.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,809 | $4,978-63.7% | $4,076-55.6% | $4,762-62.0% |
| Participant deferral / active EE | $2,615 | $6,368-58.9% | $5,524-52.7% | $5,850-55.3% |
| Admin fee / account holder | $6,486 | $10,703-39.4% | $8,592-24.5% | $11,596-44.1% |