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 | $77,102 | $198,466-61.2% | $170,442-54.8% | $147,584-47.8% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 18.97% | 257.29%-238.3pp | 205.93%-187.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,745 | $6,184-55.6% | $5,433-49.5% | $4,876-43.7% |
| Participant deferral / active EE | $8,109 | $5,629+44.1% | $4,939+64.2% | $5,439+49.1% |
| Admin fee / account holder | $603 | $16,852-96.4% | $13,880-95.7% | $10,885-94.5% |