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 5-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 | $66,444 | $100,773-34.1% | $88,946-25.3% | $142,382-53.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 16.58% | 70.18%-53.6pp | 57.82%-41.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,213 | $2,918-24.1% | $2,555-13.4% | $4,299-48.5% |
| Participant deferral / active EE | $6,862 | $5,230+31.2% | $4,581+49.8% | $6,507+5.4% |
| Admin fee / account holder | $18,058 | $9,693+86.3% | $8,261+118.6% | $12,624+43.0% |