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 | $70,047 | $121,625-42.4% | $104,607-33.0% | $158,922-55.9% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 20.57% | 465.26%-444.7pp | 340.46%-319.9pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,351 | $3,163-57.3% | $2,681-49.6% | $4,761-71.6% |
| Participant deferral / active EE | $4,397 | $4,177+5.3% | $3,740+17.6% | $5,982-26.5% |
| Admin fee / account holder | $601 | $7,787-92.3% | $6,473-90.7% | $11,246-94.7% |