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 | $67,557 | $88,672-23.8% | $105,223-35.8% | $82,448-18.1% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 14.20% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $4,805 | $3,048+57.7% | $3,689+30.3% | $2,551+88.4% |
| Participant deferral / active EE | $4,086 | $4,036+1.2% | $5,072-19.4% | $4,139-1.3% |
| Admin fee / account holder | $11,271 | $7,146+57.7% | $8,859+27.2% | $7,234+55.8% |