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 | $75,242 | $129,217-41.8% | $93,406-19.4% | $158,922-52.7% |
| Participation rate | 40.0% | 71.0%-31.0pp | 66.8%-26.8pp | 82.0%-42.0pp |
| Annual return | 17.00% | 118.21%-101.2pp | 78.05%-61.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,507 | $2,711-44.4% | $2,075-27.4% | $4,761-68.3% |
| Participant deferral / active EE | $1,856 | $3,909-52.5% | $3,126-40.6% | $5,982-69.0% |
| Admin fee / account holder | $2,820 | $7,383-61.8% | $5,230-46.1% | $11,246-74.9% |