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 | $54,607 | $209,411-73.9% | $178,490-69.4% | $158,922-65.6% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 10.91% | 188.75%-177.8pp | 151.07%-140.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,757 | $5,706-69.2% | $5,011-64.9% | $4,761-63.1% |
| Participant deferral / active EE | $2,058 | $5,954-65.4% | $5,202-60.4% | $5,982-65.6% |
| Admin fee / account holder | $1,110 | $17,074-93.5% | $13,984-92.1% | $11,246-90.1% |