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 | $71,258 | $217,402-67.2% | $185,823-61.7% | $167,490-57.5% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 22.20% | 148.36%-126.2pp | 122.05%-99.8pp | 478.56%-456.4pp |
| Employer contribution / active EE | $2,509 | $5,873-57.3% | $5,167-51.4% | $4,837-48.1% |
| Participant deferral / active EE | $3,567 | $6,356-43.9% | $5,568-35.9% | $6,341-43.7% |
| Admin fee / account holder | $3,880 | $19,811-80.4% | $16,237-76.1% | $12,309-68.5% |