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 | $59,182 | $209,411-71.7% | $178,490-66.8% | $158,922-62.8% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 19.67% | 188.75%-169.1pp | 151.07%-131.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,576 | $5,706-54.9% | $5,011-48.6% | $4,761-45.9% |
| Participant deferral / active EE | $4,894 | $5,954-17.8% | $5,202-5.9% | $5,982-18.2% |
| Admin fee / account holder | $1,283 | $17,074-92.5% | $13,984-90.8% | $11,246-88.6% |