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 | $102,912 | $209,411-50.9% | $178,490-42.3% | $158,922-35.2% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 15.82% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,679 | $5,706-70.6% | $5,011-66.5% | $4,761-64.7% |
| Participant deferral / active EE | $6,157 | $5,954+3.4% | $5,202+18.4% | $5,982+2.9% |
| Admin fee / account holder | $960 | $17,074-94.4% | $13,984-93.1% | $11,246-91.5% |