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 | $69,175 | $217,402-68.2% | $185,823-62.8% | $167,490-58.7% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 18.52% | 148.36%-129.8pp | 122.05%-103.5pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,376 | $5,873-76.6% | $5,167-73.4% | $4,837-71.6% |
| Participant deferral / active EE | $3,357 | $6,356-47.2% | $5,568-39.7% | $6,341-47.1% |
| Admin fee / account holder | $503 | $19,811-97.5% | $16,237-96.9% | $12,309-95.9% |