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 | $73,236 | $217,402-66.3% | $185,823-60.6% | $167,490-56.3% |
| Participation rate | 54.5% | 86.0%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 20.16% | 148.36%-128.2pp | 122.05%-101.9pp | 478.56%-458.4pp |
| Employer contribution / active EE | $1,439 | $5,873-75.5% | $5,167-72.2% | $4,837-70.3% |
| Participant deferral / active EE | $4,562 | $6,356-28.2% | $5,568-18.1% | $6,341-28.1% |
| Admin fee / account holder | $1,244 | $19,811-93.7% | $16,237-92.3% | $12,309-89.9% |