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 | $55,728 | $198,466-71.9% | $170,442-67.3% | $147,584-62.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 10.69% | 257.29%-246.6pp | 205.93%-195.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $2,717 | $6,184-56.1% | $5,433-50.0% | $4,876-44.3% |
| Participant deferral / active EE | $5,028 | $5,629-10.7% | $4,939+1.8% | $5,439-7.6% |
| Admin fee / account holder | $423 | $16,852-97.5% | $13,880-97.0% | $10,885-96.1% |