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 | $80,297 | $121,625-34.0% | $104,607-23.2% | $158,922-49.5% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 17.66% | 465.26%-447.6pp | 340.46%-322.8pp | 302.83%-285.2pp |
| Employer contribution / active EE | $661 | $3,163-79.1% | $2,681-75.3% | $4,761-86.1% |
| Participant deferral / active EE | $4,317 | $4,177+3.4% | $3,740+15.5% | $5,982-27.8% |
| Admin fee / account holder | $553 | $7,787-92.9% | $6,473-91.5% | $11,246-95.1% |