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 | $102,609 | $209,411-51.0% | $178,490-42.5% | $158,922-35.4% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 20.63% | 188.75%-168.1pp | 151.07%-130.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,831 | $5,706-67.9% | $5,011-63.5% | $4,761-61.5% |
| Participant deferral / active EE | $3,305 | $5,954-44.5% | $5,202-36.5% | $5,982-44.7% |
| Admin fee / account holder | $1,975 | $17,074-88.4% | $13,984-85.9% | $11,246-82.4% |