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 | $52,909 | $185,822-71.5% | $169,993-68.9% | $139,434-62.1% |
| Participation rate | 54.5% | 87.8%-33.2pp | 87.0%-32.5pp | 80.3%-25.8pp |
| Annual return | 14.77% | 60.50%-45.7pp | 53.37%-38.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,526 | $7,590-79.9% | $6,785-77.5% | $4,751-67.9% |
| Participant deferral / active EE | $3,678 | $11,622-68.4% | $10,408-64.7% | $6,710-45.2% |
| Admin fee / account holder | $1,882 | $15,381-87.8% | $12,815-85.3% | $11,403-83.5% |