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 | $96,866 | $74,888+29.3% | $71,209+36.0% | $142,382-32.0% |
| Participation rate | 43.8% | 76.2%-32.5pp | 73.8%-30.0pp | 80.1%-36.4pp |
| Annual return | 15.36% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $838 | $2,854-70.6% | $2,721-69.2% | $4,299-80.5% |
| Participant deferral / active EE | $3,251 | $4,454-27.0% | $4,175-22.1% | $6,507-50.0% |
| Admin fee / account holder | $3,805 | $5,568-31.7% | $5,349-28.9% | $12,624-69.9% |