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 | $133,023 | $183,519-27.5% | $155,509-14.5% | $145,922-8.8% |
| Participation rate | 59.1% | 82.7%-23.6pp | 78.2%-19.1pp | 80.3%-21.2pp |
| Annual return | 18.93% | 61.17%-42.2pp | 64.67%-45.7pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,341 | $5,313-74.8% | $4,672-71.3% | $4,660-71.2% |
| Participant deferral / active EE | $3,318 | $6,462-48.7% | $5,626-41.0% | $6,688-50.4% |
| Admin fee / account holder | $6,131 | $19,313-68.3% | $15,912-61.5% | $13,397-54.2% |