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 | $63,465 | $198,466-68.0% | $170,442-62.8% | $147,584-57.0% |
| Participation rate | 26.7% | 88.0%-61.3pp | 83.6%-56.9pp | 82.8%-56.2pp |
| Annual return | 23.09% | 257.29%-234.2pp | 205.93%-182.8pp | 578.55%-555.5pp |
| Employer contribution / active EE | $5,123 | $6,184-17.1% | $5,433-5.7% | $4,876+5.1% |
| Participant deferral / active EE | $2,429 | $5,629-56.9% | $4,939-50.8% | $5,439-55.3% |
| Admin fee / account holder | $1,813 | $16,852-89.2% | $13,880-86.9% | $10,885-83.3% |