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 | $58,149 | $198,466-70.7% | $170,442-65.9% | $147,584-60.6% |
| Participation rate | 52.2% | 88.0%-35.8pp | 83.6%-31.4pp | 82.8%-30.7pp |
| Annual return | 18.20% | 257.29%-239.1pp | 205.93%-187.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,581 | $6,184-74.4% | $5,433-70.9% | $4,876-67.6% |
| Participant deferral / active EE | $4,282 | $5,629-23.9% | $4,939-13.3% | $5,439-21.3% |
| Admin fee / account holder | $3,774 | $16,852-77.6% | $13,880-72.8% | $10,885-65.3% |