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 | $83,360 | $217,402-61.7% | $185,823-55.1% | $167,490-50.2% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 19.02% | 148.36%-129.3pp | 122.05%-103.0pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,718 | $5,873-70.7% | $5,167-66.7% | $4,837-64.5% |
| Participant deferral / active EE | $6,017 | $6,356-5.3% | $5,568+8.1% | $6,341-5.1% |
| Admin fee / account holder | $2,924 | $19,811-85.2% | $16,237-82.0% | $12,309-76.2% |