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 | $69,995 | $198,466-64.7% | $170,442-58.9% | $147,584-52.6% |
| Participation rate | 69.6% | 88.0%-18.4pp | 83.6%-14.0pp | 82.8%-13.3pp |
| Annual return | 13.83% | 257.29%-243.5pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,370 | $6,184-77.8% | $5,433-74.8% | $4,876-71.9% |
| Participant deferral / active EE | $2,880 | $5,629-48.8% | $4,939-41.7% | $5,439-47.1% |
| Admin fee / account holder | $2,787 | $16,852-83.5% | $13,880-79.9% | $10,885-74.4% |