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 | $103,522 | $175,202-40.9% | $149,673-30.8% | $139,434-25.8% |
| Participation rate | 58.3% | 83.4%-25.0pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 17.18% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,253 | $5,474-77.1% | $4,818-74.0% | $4,751-73.6% |
| Participant deferral / active EE | $6,108 | $6,519-6.3% | $5,680+7.5% | $6,710-9.0% |
| Admin fee / account holder | $18,907 | $16,150+17.1% | $13,210+43.1% | $11,403+65.8% |