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 | $122,969 | $159,934-23.1% | $147,005-16.4% | $145,959-15.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.00% | 98.24%-83.2pp | 418.76%-403.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,906 | $5,287-64.0% | $4,934-61.4% | $4,661-59.1% |
| Participant deferral / active EE | $11,886 | $8,427+41.0% | $8,070+47.3% | $6,689+77.7% |
| Admin fee / account holder | $18,369 | $15,053+22.0% | $13,006+41.2% | $13,398+37.1% |