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 | $120,835 | $175,202-31.0% | $149,673-19.3% | $139,434-13.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 13.99% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,698 | $5,474-69.0% | $4,818-64.7% | $4,751-64.3% |
| Participant deferral / active EE | $7,348 | $6,519+12.7% | $5,680+29.4% | $6,710+9.5% |
| Admin fee / account holder | $2,919 | $16,150-81.9% | $13,210-77.9% | $11,403-74.4% |