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 | $118,667 | $175,202-32.3% | $149,673-20.7% | $139,434-14.9% |
| Participation rate | 52.2% | 83.4%-31.2pp | 78.8%-26.6pp | 80.3%-28.1pp |
| Annual return | 16.37% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,356 | $5,474-57.0% | $4,818-51.1% | $4,751-50.4% |
| Participant deferral / active EE | $7,181 | $6,519+10.2% | $5,680+26.4% | $6,710+7.0% |
| Admin fee / account holder | $2,609 | $16,150-83.8% | $13,210-80.3% | $11,403-77.1% |