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 | $97,710 | $53,516+82.6% | $126,539-22.8% | $84,808+15.2% |
| Participation rate | 36.2% | 58.2%-22.1pp | 69.8%-33.6pp | 68.3%-32.1pp |
| Annual return | 15.65% | 58.34%-42.7pp | 425.95%-410.3pp | 40.90%-25.2pp |
| Employer contribution / active EE | $597 | $1,535-61.1% | $3,674-83.7% | $2,631-77.3% |
| Participant deferral / active EE | $1,160 | $2,671-56.6% | $4,083-71.6% | $4,212-72.5% |
| Admin fee / account holder | $4,230 | $4,497-5.9% | $6,065-30.2% | $7,344-42.4% |