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 | $105,574 | $232,540-54.6% | $185,117-43.0% | $147,584-28.5% |
| Participation rate | 42.1% | 82.4%-40.2pp | 77.3%-35.2pp | 82.8%-40.7pp |
| Annual return | 12.28% | 43.03%-30.8pp | 40.50%-28.2pp | 578.55%-566.3pp |
| Employer contribution / active EE | $618 | $5,195-88.1% | $4,182-85.2% | $4,876-87.3% |
| Participant deferral / active EE | $1,681 | $5,834-71.2% | $5,045-66.7% | $5,439-69.1% |
| Admin fee / account holder | $5,684 | $10,275-44.7% | $8,159-30.3% | $10,885-47.8% |