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 | $51,710 | $175,202-70.5% | $149,673-65.5% | $139,434-62.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.69% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,118 | $5,474-79.6% | $4,818-76.8% | $4,751-76.5% |
| Participant deferral / active EE | $6,192 | $6,519-5.0% | $5,680+9.0% | $6,710-7.7% |
| Admin fee / account holder | $1,644 | $16,150-89.8% | $13,210-87.6% | $11,403-85.6% |