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 | $87,342 | $111,724-21.8% | $93,606-6.7% | $145,922-40.1% |
| Participation rate | 52.2% | 74.2%-22.0pp | 68.7%-16.5pp | 80.3%-28.1pp |
| Annual return | 11.77% | 202.98%-191.2pp | 133.20%-121.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,514 | $3,090-51.0% | $2,420-37.4% | $4,660-67.5% |
| Participant deferral / active EE | $2,677 | $4,912-45.5% | $4,411-39.3% | $6,688-60.0% |
| Admin fee / account holder | $526 | $10,250-94.9% | $8,285-93.6% | $13,397-96.1% |