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 | $55,450 | $217,402-74.5% | $185,823-70.2% | $167,490-66.9% |
| Participation rate | 45.0% | 86.0%-41.0pp | 81.7%-36.7pp | 82.1%-37.1pp |
| Annual return | 10.11% | 148.36%-138.2pp | 122.05%-111.9pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,130 | $5,873-63.7% | $5,167-58.8% | $4,837-56.0% |
| Participant deferral / active EE | $3,390 | $6,356-46.7% | $5,568-39.1% | $6,341-46.5% |
| Admin fee / account holder | $450 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |