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 | $62,495 | $108,919-42.6% | $100,391-37.7% | $145,922-57.2% |
| Participation rate | 63.6% | 82.9%-19.3pp | 81.5%-17.8pp | 80.3%-16.6pp |
| Annual return | 18.14% | 57.88%-39.7pp | 49.20%-31.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,353 | $4,419-46.7% | $3,942-40.3% | $4,660-49.5% |
| Participant deferral / active EE | $6,531 | $8,445-22.7% | $8,082-19.2% | $6,688-2.3% |
| Admin fee / account holder | $4,410 | $9,689-54.5% | $7,899-44.2% | $13,397-67.1% |