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 | $79,293 | $107,334-26.1% | $92,893-14.6% | $152,861-48.1% |
| Participation rate | 45.0% | 79.8%-34.8pp | 76.0%-31.0pp | 82.4%-37.4pp |
| Annual return | 27.09% | 145.58%-118.5pp | 109.41%-82.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,399 | $4,221-66.9% | $3,653-61.7% | $4,762-70.6% |
| Participant deferral / active EE | $3,438 | $4,845-29.0% | $4,236-18.9% | $5,850-41.2% |
| Admin fee / account holder | $1,662 | $7,079-76.5% | $5,794-71.3% | $11,596-85.7% |