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 | $113,395 | $209,411-45.9% | $178,490-36.5% | $158,922-28.6% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 30.57% | 188.75%-158.2pp | 151.07%-120.5pp | 302.83%-272.3pp |
| Employer contribution / active EE | $1,311 | $5,706-77.0% | $5,011-73.8% | $4,761-72.5% |
| Participant deferral / active EE | $5,691 | $5,954-4.4% | $5,202+9.4% | $5,982-4.9% |
| Admin fee / account holder | $1,099 | $17,074-93.6% | $13,984-92.1% | $11,246-90.2% |