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 | $85,726 | $209,411-59.1% | $178,490-52.0% | $158,922-46.1% |
| Participation rate | 56.3% | 86.3%-30.1pp | 81.9%-25.7pp | 82.0%-25.7pp |
| Annual return | 13.36% | 188.75%-175.4pp | 151.07%-137.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,486 | $5,706-74.0% | $5,011-70.4% | $4,761-68.8% |
| Participant deferral / active EE | $4,068 | $5,954-31.7% | $5,202-21.8% | $5,982-32.0% |
| Admin fee / account holder | $1,230 | $17,074-92.8% | $13,984-91.2% | $11,246-89.1% |