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 | $67,429 | $159,901-57.8% | $146,958-54.1% | $145,922-53.8% |
| Participation rate | 26.1% | 84.0%-57.9pp | 82.2%-56.1pp | 80.3%-54.2pp |
| Annual return | 10.89% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,636 | $5,286-69.0% | $4,933-66.8% | $4,660-64.9% |
| Participant deferral / active EE | $6,759 | $8,428-19.8% | $8,070-16.2% | $6,688+1.1% |
| Admin fee / account holder | $16,574 | $15,044+10.2% | $12,998+27.5% | $13,397+23.7% |