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 | $100,070 | $209,411-52.2% | $178,490-43.9% | $158,922-37.0% |
| Participation rate | 68.4% | 86.3%-17.9pp | 81.9%-13.5pp | 82.0%-13.5pp |
| Annual return | 17.49% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,709 | $5,706-70.1% | $5,011-65.9% | $4,761-64.1% |
| Participant deferral / active EE | $6,444 | $5,954+8.2% | $5,202+23.9% | $5,982+7.7% |
| Admin fee / account holder | $494 | $17,074-97.1% | $13,984-96.5% | $11,246-95.6% |