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 | $72,278 | $108,919-33.6% | $100,391-28.0% | $145,922-50.5% |
| Participation rate | 64.3% | 82.9%-18.6pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 16.30% | 57.88%-41.6pp | 49.20%-32.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,686 | $4,419-61.8% | $3,942-57.2% | $4,660-63.8% |
| Participant deferral / active EE | $4,435 | $8,445-47.5% | $8,082-45.1% | $6,688-33.7% |
| Admin fee / account holder | $2,155 | $9,689-77.8% | $7,899-72.7% | $13,397-83.9% |