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 | $70,574 | $228,332-69.1% | $185,823-62.0% | $158,922-55.6% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 17.01% | 40.80%-23.8pp | 35.95%-18.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,300 | $4,967-73.8% | $4,087-68.2% | $4,761-72.7% |
| Participant deferral / active EE | $7,005 | $6,415+9.2% | $5,632+24.4% | $5,982+17.1% |
| Admin fee / account holder | $23,843 | $11,864+101.0% | $9,500+151.0% | $11,246+112.0% |