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 | $77,728 | $198,466-60.8% | $170,442-54.4% | $147,584-47.3% |
| Participation rate | 52.9% | 88.0%-35.0pp | 83.6%-30.7pp | 82.8%-29.9pp |
| Annual return | 19.22% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,843 | $6,184-70.2% | $5,433-66.1% | $4,876-62.2% |
| Participant deferral / active EE | $6,439 | $5,629+14.4% | $4,939+30.4% | $5,439+18.4% |
| Admin fee / account holder | $2,163 | $16,852-87.2% | $13,880-84.4% | $10,885-80.1% |