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 | $57,548 | $144,119-60.1% | $117,854-51.2% | $147,584-61.0% |
| Participation rate | 56.5% | 83.4%-26.9pp | 79.7%-23.1pp | 82.8%-26.3pp |
| Annual return | 14.20% | 531.15%-517.0pp | 335.08%-320.9pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,606 | $4,896-67.2% | $3,786-57.6% | $4,876-67.1% |
| Participant deferral / active EE | $3,270 | $5,316-38.5% | $4,482-27.0% | $5,439-39.9% |
| Admin fee / account holder | $6,180 | $10,886-43.2% | $8,020-22.9% | $10,885-43.2% |