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 | $58,988 | $175,202-66.3% | $149,673-60.6% | $139,434-57.7% |
| Participation rate | 59.1% | 83.4%-24.3pp | 78.8%-19.7pp | 80.3%-21.2pp |
| Annual return | 18.53% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,296 | $5,474-76.3% | $4,818-73.1% | $4,751-72.7% |
| Participant deferral / active EE | $3,466 | $6,519-46.8% | $5,680-39.0% | $6,710-48.3% |
| Admin fee / account holder | $2,927 | $16,150-81.9% | $13,210-77.8% | $11,403-74.3% |