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 | $67,242 | $217,402-69.1% | $185,823-63.8% | $167,490-59.9% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 13.98% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,618 | $5,873-72.5% | $5,167-68.7% | $4,837-66.6% |
| Participant deferral / active EE | $5,507 | $6,356-13.4% | $5,568-1.1% | $6,341-13.2% |
| Admin fee / account holder | $2,253 | $19,811-88.6% | $16,237-86.1% | $12,309-81.7% |