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 | $21,594 | $176,056-87.7% | $159,436-86.5% | $167,490-87.1% |
| Participation rate | 55.0% | 84.9%-29.9pp | 82.8%-27.8pp | 82.1%-27.1pp |
| Annual return | 10.38% | 331.75%-321.4pp | 263.57%-253.2pp | 478.56%-468.2pp |
| Employer contribution / active EE | $3,014 | $5,297-43.1% | $4,829-37.6% | $4,837-37.7% |
| Participant deferral / active EE | $4,214 | $7,750-45.6% | $7,352-42.7% | $6,341-33.6% |
| Admin fee / account holder | $15,427 | $12,554+22.9% | $10,799+42.9% | $12,309+25.3% |