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 | $129,320 | $166,020-22.1% | $164,866-21.6% | $145,959-11.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.37% | 100.08%-86.7pp | 69.97%-56.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $3,020 | $5,275-42.8% | $4,343-30.5% | $4,661-35.2% |
| Participant deferral / active EE | $4,640 | $6,961-33.3% | $6,033-23.1% | $6,689-30.6% |
| Admin fee / account holder | $8,453 | $16,644-49.2% | $12,689-33.4% | $13,398-36.9% |