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 | $71,351 | $176,056-59.5% | $159,436-55.2% | $167,490-57.4% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 13.62% | 331.75%-318.1pp | 263.57%-250.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,368 | $5,297-74.2% | $4,829-71.7% | $4,837-71.7% |
| Participant deferral / active EE | $5,760 | $7,750-25.7% | $7,352-21.7% | $6,341-9.2% |
| Admin fee / account holder | $9,855 | $12,554-21.5% | $10,799-8.7% | $12,309-19.9% |