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 | $138,032 | $217,402-36.5% | $185,823-25.7% | $167,490-17.6% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 16.81% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,484 | $5,873-74.7% | $5,167-71.3% | $4,837-69.3% |
| Participant deferral / active EE | $3,356 | $6,356-47.2% | $5,568-39.7% | $6,341-47.1% |
| Admin fee / account holder | $2,214 | $19,811-88.8% | $16,237-86.4% | $12,309-82.0% |