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 | $150,598 | $217,402-30.7% | $185,823-19.0% | $167,490-10.1% |
| Participation rate | 55.6% | 86.0%-30.5pp | 81.7%-26.1pp | 82.1%-26.5pp |
| Annual return | 12.72% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,394 | $5,873-76.3% | $5,167-73.0% | $4,837-71.2% |
| Participant deferral / active EE | $2,746 | $6,356-56.8% | $5,568-50.7% | $6,341-56.7% |
| Admin fee / account holder | $785 | $19,811-96.0% | $16,237-95.2% | $12,309-93.6% |