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 | $118,543 | $183,519-35.4% | $155,509-23.8% | $145,922-18.8% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 14.29% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,521 | $5,313-52.5% | $4,672-46.0% | $4,660-45.9% |
| Participant deferral / active EE | $8,294 | $6,462+28.3% | $5,626+47.4% | $6,688+24.0% |
| Admin fee / account holder | $1,040 | $19,313-94.6% | $15,912-93.5% | $13,397-92.2% |