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 | $122,248 | $198,466-38.4% | $170,442-28.3% | $147,584-17.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 22.23% | 257.29%-235.1pp | 205.93%-183.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,874 | $6,184-53.5% | $5,433-47.1% | $4,876-41.1% |
| Participant deferral / active EE | $8,765 | $5,629+55.7% | $4,939+77.5% | $5,439+61.2% |
| Admin fee / account holder | $1,571 | $16,852-90.7% | $13,880-88.7% | $10,885-85.6% |