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 | $89,406 | $165,984-46.1% | $164,813-45.8% | $145,922-38.7% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.6%-26.2pp | 80.3%-27.9pp |
| Annual return | 16.50% | 100.03%-83.5pp | 69.93%-53.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,370 | $5,273-74.0% | $4,341-68.4% | $4,660-70.6% |
| Participant deferral / active EE | $2,089 | $6,959-70.0% | $6,031-65.4% | $6,688-68.8% |
| Admin fee / account holder | $11,485 | $16,648-31.0% | $12,690-9.5% | $13,397-14.3% |