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 | $120,002 | $198,466-39.5% | $170,442-29.6% | $147,584-18.7% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 20.73% | 257.29%-236.6pp | 205.93%-185.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,998 | $6,184-51.5% | $5,433-44.8% | $4,876-38.5% |
| Participant deferral / active EE | $6,632 | $5,629+17.8% | $4,939+34.3% | $5,439+21.9% |
| Admin fee / account holder | $1,462 | $16,852-91.3% | $13,880-89.5% | $10,885-86.6% |