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 | $67,000 | $198,466-66.2% | $170,442-60.7% | $147,584-54.6% |
| Participation rate | 56.3% | 88.0%-31.7pp | 83.6%-27.3pp | 82.8%-26.6pp |
| Annual return | 10.59% | 257.29%-246.7pp | 205.93%-195.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,406 | $6,184-77.3% | $5,433-74.1% | $4,876-71.2% |
| Participant deferral / active EE | $2,634 | $5,629-53.2% | $4,939-46.7% | $5,439-51.6% |
| Admin fee / account holder | $7,471 | $16,852-55.7% | $13,880-46.2% | $10,885-31.4% |