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 | $36,036 | $198,466-81.8% | $170,442-78.9% | $147,584-75.6% |
| Participation rate | 54.2% | 88.0%-33.8pp | 83.6%-29.4pp | 82.8%-28.7pp |
| Annual return | 13.72% | 257.29%-243.6pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,394 | $5,629-57.5% | $4,939-51.5% | $5,439-56.0% |
| Admin fee / account holder | $5,737 | $16,852-66.0% | $13,880-58.7% | $10,885-47.3% |