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 | $127,056 | $209,411-39.3% | $178,490-28.8% | $158,922-20.1% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 13.82% | 188.75%-174.9pp | 151.07%-137.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,925 | $5,706-66.3% | $5,011-61.6% | $4,761-59.6% |
| Participant deferral / active EE | $7,132 | $5,954+19.8% | $5,202+37.1% | $5,982+19.2% |
| Admin fee / account holder | $1,961 | $17,074-88.5% | $13,984-86.0% | $11,246-82.6% |