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 | $54,921 | $209,411-73.8% | $178,490-69.2% | $158,922-65.4% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 14.28% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,535 | $5,706-73.1% | $5,011-69.4% | $4,761-67.8% |
| Participant deferral / active EE | $3,720 | $5,954-37.5% | $5,202-28.5% | $5,982-37.8% |
| Admin fee / account holder | $21,312 | $17,074+24.8% | $13,984+52.4% | $11,246+89.5% |