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 | $72,336 | $165,335-56.2% | $149,696-51.7% | $158,922-54.5% |
| Participation rate | 59.1% | 84.6%-25.5pp | 82.5%-23.4pp | 82.0%-22.9pp |
| Annual return | 14.74% | 348.15%-333.4pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,830 | $5,103-44.5% | $4,644-39.1% | $4,761-40.6% |
| Participant deferral / active EE | $7,328 | $7,181+2.0% | $6,842+7.1% | $5,982+22.5% |
| Admin fee / account holder | $2,693 | $10,807-75.1% | $9,309-71.1% | $11,246-76.1% |