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 | $79,997 | $109,327-26.8% | $89,391-10.5% | $158,922-49.7% |
| Participation rate | 27.3% | 74.3%-47.0pp | 68.0%-40.7pp | 82.0%-54.7pp |
| Annual return | 21.51% | 345.68%-324.2pp | 245.62%-224.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,300 | $3,170-59.0% | $2,586-49.7% | $4,761-72.7% |
| Participant deferral / active EE | $4,885 | $4,598+6.2% | $3,890+25.6% | $5,982-18.3% |
| Admin fee / account holder | $874 | $6,153-85.8% | $4,881-82.1% | $11,246-92.2% |