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 | $88,857 | $109,982-19.2% | $97,226-8.6% | $145,922-39.1% |
| Participation rate | 42.1% | 75.9%-33.8pp | 72.7%-30.6pp | 80.3%-38.2pp |
| Annual return | 14.12% | 242.90%-228.8pp | 75.13%-61.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,473 | $3,084-52.2% | $2,729-46.0% | $4,660-68.4% |
| Participant deferral / active EE | $3,054 | $4,676-34.7% | $4,264-28.4% | $6,688-54.3% |
| Admin fee / account holder | $303 | $6,221-95.1% | $5,654-94.6% | $13,397-97.7% |