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 | $98,842 | $209,411-52.8% | $178,490-44.6% | $158,922-37.8% |
| Participation rate | 58.8% | 86.3%-27.5pp | 81.9%-23.1pp | 82.0%-23.1pp |
| Annual return | 7.50% | 188.75%-181.2pp | 151.07%-143.6pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,528 | $5,706-73.2% | $5,011-69.5% | $4,761-67.9% |
| Participant deferral / active EE | $3,891 | $5,954-34.7% | $5,202-25.2% | $5,982-35.0% |
| Admin fee / account holder | $8,978 | $17,074-47.4% | $13,984-35.8% | $11,246-20.2% |