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 | $39,874 | $175,202-77.2% | $149,673-73.4% | $139,434-71.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 34.01% | 166.71%-132.7pp | 134.42%-100.4pp | 372.94%-338.9pp |
| Employer contribution / active EE | $1,556 | $5,474-71.6% | $4,818-67.7% | $4,751-67.2% |
| Participant deferral / active EE | $4,976 | $6,519-23.7% | $5,680-12.4% | $6,710-25.8% |
| Admin fee / account holder | $10,845 | $16,150-32.8% | $13,210-17.9% | $11,403-4.9% |