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 | $121,891 | $175,202-30.4% | $149,673-18.6% | $139,434-12.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.60% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,048 | $5,474-62.6% | $4,818-57.5% | $4,751-56.9% |
| Participant deferral / active EE | $5,586 | $6,519-14.3% | $5,680-1.7% | $6,710-16.8% |
| Admin fee / account holder | $538 | $16,150-96.7% | $13,210-95.9% | $11,403-95.3% |