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 | $125,406 | $217,402-42.3% | $185,823-32.5% | $167,490-25.1% |
| Participation rate | 64.3% | 86.0%-21.8pp | 81.7%-17.4pp | 82.1%-17.8pp |
| Annual return | 12.58% | 148.36%-135.8pp | 122.05%-109.5pp | 478.56%-466.0pp |
| Employer contribution / active EE | $3,281 | $5,873-44.1% | $5,167-36.5% | $4,837-32.2% |
| Participant deferral / active EE | $9,966 | $6,356+56.8% | $5,568+79.0% | $6,341+57.2% |
| Admin fee / account holder | $783 | $19,811-96.0% | $16,237-95.2% | $12,309-93.6% |