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 | $123,254 | $176,056-30.0% | $159,436-22.7% | $167,490-26.4% |
| Participation rate | 39.1% | 84.9%-45.8pp | 82.8%-43.7pp | 82.1%-43.0pp |
| Annual return | 15.50% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,090 | $5,297-79.4% | $4,829-77.4% | $4,837-77.5% |
| Participant deferral / active EE | $3,779 | $7,750-51.2% | $7,352-48.6% | $6,341-40.4% |
| Admin fee / account holder | $7,998 | $12,554-36.3% | $10,799-25.9% | $12,309-35.0% |