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 | $80,898 | $226,064-64.2% | $182,532-55.7% | $152,861-47.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 26.64% | 192.51%-165.9pp | 148.54%-121.9pp | 345.32%-318.7pp |
| Employer contribution / active EE | $775 | $4,978-84.4% | $4,076-81.0% | $4,762-83.7% |
| Participant deferral / active EE | $8,510 | $6,368+33.6% | $5,524+54.0% | $5,850+45.5% |
| Admin fee / account holder | $720 | $10,703-93.3% | $8,592-91.6% | $11,596-93.8% |