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 | $57,396 | $198,466-71.1% | $170,442-66.3% | $147,584-61.1% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 59.63% | 257.29%-197.7pp | 205.93%-146.3pp | 578.55%-518.9pp |
| Employer contribution / active EE | $1,381 | $6,184-77.7% | $5,433-74.6% | $4,876-71.7% |
| Participant deferral / active EE | $3,971 | $5,629-29.5% | $4,939-19.6% | $5,439-27.0% |
| Admin fee / account holder | $582 | $16,852-96.5% | $13,880-95.8% | $10,885-94.7% |