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 | $64,455 | $217,402-70.4% | $185,823-65.3% | $167,490-61.5% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 13.78% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $10,210 | $5,873+73.8% | $5,167+97.6% | $4,837+111.1% |
| Participant deferral / active EE | $2,841 | $6,356-55.3% | $5,568-49.0% | $6,341-55.2% |
| Admin fee / account holder | $6,498 | $19,811-67.2% | $16,237-60.0% | $12,309-47.2% |