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 | $75,237 | $109,982-31.6% | $97,226-22.6% | $145,922-48.4% |
| Participation rate | 52.2% | 75.9%-23.8pp | 72.7%-20.5pp | 80.3%-28.1pp |
| Annual return | 18.51% | 242.90%-224.4pp | 75.13%-56.6pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,559 | $3,084-49.5% | $2,729-42.9% | $4,660-66.5% |
| Participant deferral / active EE | $3,354 | $4,676-28.3% | $4,264-21.3% | $6,688-49.8% |
| Admin fee / account holder | $988 | $6,221-84.1% | $5,654-82.5% | $13,397-92.6% |