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 | $128,497 | $181,894-29.4% | $156,549-17.9% | $273,961-53.1% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 83.79% | 30.74%+53.0pp | 32.23%+51.6pp | 41.45%+42.3pp |
| Employer contribution / active EE | $1,540 | $6,248-75.4% | $5,501-72.0% | $4,869-68.4% |
| Participant deferral / active EE | $3,738 | $5,550-32.7% | $4,871-23.3% | $5,287-29.3% |
| Admin fee / account holder | $105,508 | $15,559+578.1% | $13,027+709.9% | $10,132+941.3% |