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 | $93,145 | $154,117-39.6% | $129,995-28.3% | $139,434-33.2% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.8pp | 80.3%-16.7pp |
| Annual return | 19.07% | 32.48%-13.4pp | -137.18%+156.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,782 | $5,289-66.3% | $4,320-58.8% | $4,751-62.5% |
| Participant deferral / active EE | $8,069 | $6,710+20.3% | $5,820+38.6% | $6,710+20.2% |
| Admin fee / account holder | $439 | $14,007-96.9% | $10,614-95.9% | $11,403-96.1% |