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 | $129,445 | $217,402-40.5% | $185,823-30.3% | $167,490-22.7% |
| Participation rate | 61.5% | 86.0%-24.5pp | 81.7%-20.2pp | 82.1%-20.6pp |
| Annual return | 16.81% | 148.36%-131.6pp | 122.05%-105.2pp | 478.56%-461.8pp |
| Employer contribution / active EE | $3,955 | $5,873-32.7% | $5,167-23.5% | $4,837-18.2% |
| Participant deferral / active EE | $6,814 | $6,356+7.2% | $5,568+22.4% | $6,341+7.5% |
| Admin fee / account holder | $5,670 | $19,811-71.4% | $16,237-65.1% | $12,309-53.9% |