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 | $67,221 | $175,202-61.6% | $149,673-55.1% | $139,434-51.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 18.18% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,556 | $5,474-53.3% | $4,818-46.9% | $4,751-46.2% |
| Participant deferral / active EE | $11,859 | $6,519+81.9% | $5,680+108.8% | $6,710+76.7% |
| Admin fee / account holder | $742 | $16,150-95.4% | $13,210-94.4% | $11,403-93.5% |