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 | $46,432 | $209,411-77.8% | $178,490-74.0% | $158,922-70.8% |
| Participation rate | 41.2% | 86.3%-45.2pp | 81.9%-40.7pp | 82.0%-40.8pp |
| Annual return | 20.39% | 188.75%-168.4pp | 151.07%-130.7pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,206 | $5,706-61.3% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $2,706 | $5,954-54.6% | $5,202-48.0% | $5,982-54.8% |
| Admin fee / account holder | $1,216 | $17,074-92.9% | $13,984-91.3% | $11,246-89.2% |