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 | $37,578 | $198,466-81.1% | $170,442-78.0% | $147,584-74.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 54.92% | 257.29%-202.4pp | 205.93%-151.0pp | 578.55%-523.6pp |
| Employer contribution / active EE | $1,419 | $6,184-77.0% | $5,433-73.9% | $4,876-70.9% |
| Participant deferral / active EE | $2,464 | $5,629-56.2% | $4,939-50.1% | $5,439-54.7% |
| Admin fee / account holder | $744 | $16,852-95.6% | $13,880-94.6% | $10,885-93.2% |