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 | $108,950 | $209,411-48.0% | $178,490-39.0% | $158,922-31.4% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 30.70% | 188.75%-158.1pp | 151.07%-120.4pp | 302.83%-272.1pp |
| Employer contribution / active EE | $1,982 | $5,706-65.3% | $5,011-60.5% | $4,761-58.4% |
| Participant deferral / active EE | $4,599 | $5,954-22.8% | $5,202-11.6% | $5,982-23.1% |
| Admin fee / account holder | $5,306 | $17,074-68.9% | $13,984-62.1% | $11,246-52.8% |