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 | $94,248 | $121,625-22.5% | $104,607-9.9% | $158,922-40.7% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 16.13% | 465.26%-449.1pp | 340.46%-324.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,335 | $3,163-26.2% | $2,681-12.9% | $4,761-51.0% |
| Participant deferral / active EE | $5,102 | $4,177+22.1% | $3,740+36.4% | $5,982-14.7% |
| Admin fee / account holder | $3,787 | $7,787-51.4% | $6,473-41.5% | $11,246-66.3% |