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 | $34,874 | $209,411-83.3% | $178,490-80.5% | $158,922-78.1% |
| Participation rate | 28.6% | 86.3%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 23.87% | 188.75%-164.9pp | 151.07%-127.2pp | 302.83%-279.0pp |
| Employer contribution / active EE | $1,373 | $5,706-75.9% | $5,011-72.6% | $4,761-71.2% |
| Participant deferral / active EE | $3,386 | $5,954-43.1% | $5,202-34.9% | $5,982-43.4% |
| Admin fee / account holder | $2,743 | $17,074-83.9% | $13,984-80.4% | $11,246-75.6% |