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 | $56,572 | $198,466-71.5% | $170,442-66.8% | $147,584-61.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 10.49% | 257.29%-246.8pp | 205.93%-195.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $5,500 | $6,184-11.1% | $5,433+1.2% | $4,876+12.8% |
| Participant deferral / active EE | $4,526 | $5,629-19.6% | $4,939-8.4% | $5,439-16.8% |
| Admin fee / account holder | $927 | $16,852-94.5% | $13,880-93.3% | $10,885-91.5% |