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 | $114,611 | $210,698-45.6% | $178,014-35.6% | $145,959-21.5% |
| Participation rate | 61.5% | 80.8%-19.2pp | 77.1%-15.5pp | 80.3%-18.7pp |
| Annual return | 11.75% | 386.27%-374.5pp | 294.80%-283.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,538 | $4,567-66.3% | $3,950-61.1% | $4,661-67.0% |
| Participant deferral / active EE | $2,532 | $6,958-63.6% | $6,276-59.7% | $6,689-62.1% |
| Admin fee / account holder | $8,710 | $12,016-27.5% | $10,362-15.9% | $13,398-35.0% |