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 | $140,864 | $217,402-35.2% | $185,823-24.2% | $167,490-15.9% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 12.91% | 148.36%-135.4pp | 122.05%-109.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,477 | $5,873-74.9% | $5,167-71.4% | $4,837-69.5% |
| Participant deferral / active EE | $4,928 | $6,356-22.5% | $5,568-11.5% | $6,341-22.3% |
| Admin fee / account holder | $5,339 | $19,811-73.0% | $16,237-67.1% | $12,309-56.6% |