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 | $75,484 | $104,251-27.6% | $91,001-17.1% | $147,584-48.9% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 21.43% | 27.06%-5.6pp | 4.60%+16.8pp | 578.55%-557.1pp |
| Employer contribution / active EE | $7,115 | $3,116+128.4% | $2,456+189.7% | $4,876+45.9% |
| Participant deferral / active EE | $9,463 | $4,195+125.6% | $3,547+166.7% | $5,439+74.0% |
| Admin fee / account holder | $6,731 | $8,948-24.8% | $5,417+24.3% | $10,885-38.2% |