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 | $94,428 | $217,402-56.6% | $185,823-49.2% | $167,490-43.6% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 11.71% | 148.36%-136.7pp | 122.05%-110.3pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,463 | $5,873-41.0% | $5,167-33.0% | $4,837-28.4% |
| Participant deferral / active EE | $5,254 | $6,356-17.3% | $5,568-5.6% | $6,341-17.2% |
| Admin fee / account holder | $4,105 | $19,811-79.3% | $16,237-74.7% | $12,309-66.6% |