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 | $60,829 | $111,724-45.6% | $93,606-35.0% | $145,922-58.3% |
| Participation rate | 26.7% | 74.2%-47.5pp | 68.7%-42.1pp | 80.3%-53.6pp |
| Annual return | 13.69% | 202.98%-189.3pp | 133.20%-119.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,029 | $3,090-66.7% | $2,420-57.5% | $4,660-77.9% |
| Participant deferral / active EE | $2,147 | $4,912-56.3% | $4,411-51.3% | $6,688-67.9% |
| Admin fee / account holder | $4,476 | $10,250-56.3% | $8,285-46.0% | $13,397-66.6% |