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 | $71,372 | $209,411-65.9% | $178,490-60.0% | $158,922-55.1% |
| Participation rate | 30.8% | 86.3%-55.6pp | 81.9%-51.2pp | 82.0%-51.2pp |
| Annual return | 23.15% | 188.75%-165.6pp | 151.07%-127.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $3,010 | $5,706-47.3% | $5,011-39.9% | $4,761-36.8% |
| Participant deferral / active EE | $2,312 | $5,954-61.2% | $5,202-55.5% | $5,982-61.3% |
| Admin fee / account holder | $6,437 | $17,074-62.3% | $13,984-54.0% | $11,246-42.8% |