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 | $78,695 | $209,411-62.4% | $178,490-55.9% | $158,922-50.5% |
| Participation rate | 68.2% | 86.3%-18.2pp | 81.9%-13.7pp | 82.0%-13.8pp |
| Annual return | 13.15% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,225 | $5,706-78.5% | $5,011-75.6% | $4,761-74.3% |
| Participant deferral / active EE | $2,770 | $5,954-53.5% | $5,202-46.7% | $5,982-53.7% |
| Admin fee / account holder | $304 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |