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 | $61,716 | $102,616-39.9% | $81,983-24.7% | $158,922-61.2% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 19.77% | 61.04%-41.3pp | 41.31%-21.5pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,322 | $3,240-28.3% | $2,498-7.1% | $4,761-51.2% |
| Participant deferral / active EE | $8,806 | $4,648+89.4% | $3,722+136.6% | $5,982+47.2% |
| Admin fee / account holder | $2,838 | $8,235-65.5% | $5,664-49.9% | $11,246-74.8% |