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 | $75,670 | $176,056-57.0% | $159,436-52.5% | $167,490-54.8% |
| Participation rate | 38.9% | 84.9%-46.1pp | 82.8%-43.9pp | 82.1%-43.2pp |
| Annual return | 13.36% | 331.75%-318.4pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,712 | $5,297-67.7% | $4,829-64.5% | $4,837-64.6% |
| Participant deferral / active EE | $5,137 | $7,750-33.7% | $7,352-30.1% | $6,341-19.0% |
| Admin fee / account holder | $383 | $12,554-96.9% | $10,799-96.5% | $12,309-96.9% |