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 | $84,305 | $111,724-24.5% | $93,606-9.9% | $145,922-42.2% |
| Participation rate | 39.1% | 74.2%-35.1pp | 68.7%-29.6pp | 80.3%-41.1pp |
| Annual return | 23.45% | 202.98%-179.5pp | 133.20%-109.7pp | 561.29%-537.8pp |
| Employer contribution / active EE | $1,697 | $3,090-45.1% | $2,420-29.9% | $4,660-63.6% |
| Participant deferral / active EE | $3,707 | $4,912-24.5% | $4,411-16.0% | $6,688-44.6% |
| Admin fee / account holder | $3,029 | $10,250-70.4% | $8,285-63.4% | $13,397-77.4% |