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 | $77,212 | $209,411-63.1% | $178,490-56.7% | $158,922-51.4% |
| Participation rate | 68.2% | 86.3%-18.2pp | 81.9%-13.7pp | 82.0%-13.8pp |
| Annual return | 18.31% | 188.75%-170.4pp | 151.07%-132.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $4,410 | $5,706-22.7% | $5,011-12.0% | $4,761-7.4% |
| Participant deferral / active EE | $3,929 | $5,954-34.0% | $5,202-24.5% | $5,982-34.3% |
| Admin fee / account holder | $1,122 | $17,074-93.4% | $13,984-92.0% | $11,246-90.0% |