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 | $120,400 | $198,466-39.3% | $170,442-29.4% | $147,584-18.4% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 21.05% | 257.29%-236.2pp | 205.93%-184.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,711 | $6,184-72.3% | $5,433-68.5% | $4,876-64.9% |
| Participant deferral / active EE | $3,540 | $5,629-37.1% | $4,939-28.3% | $5,439-34.9% |
| Admin fee / account holder | $5,888 | $16,852-65.1% | $13,880-57.6% | $10,885-45.9% |