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 | $59,694 | $183,963-67.6% | $162,163-63.2% | $152,861-60.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 26.05% | 150.76%-124.7pp | 115.59%-89.5pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,278 | $6,371-64.2% | $5,614-59.4% | $4,762-52.2% |
| Participant deferral / active EE | $4,500 | $8,034-44.0% | $7,298-38.3% | $5,850-23.1% |
| Admin fee / account holder | $1,573 | $13,121-88.0% | $10,843-85.5% | $11,596-86.4% |