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 | $53,939 | $217,402-75.2% | $185,823-71.0% | $167,490-67.8% |
| Participation rate | 63.6% | 86.0%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 15.30% | 148.36%-133.1pp | 122.05%-106.7pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,365 | $5,873-76.8% | $5,167-73.6% | $4,837-71.8% |
| Participant deferral / active EE | $6,917 | $6,356+8.8% | $5,568+24.2% | $6,341+9.1% |
| Admin fee / account holder | $2,630 | $19,811-86.7% | $16,237-83.8% | $12,309-78.6% |