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 | $79,786 | $165,335-51.7% | $149,696-46.7% | $158,922-49.8% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 19.35% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,151 | $5,103-77.4% | $4,644-75.2% | $4,761-75.8% |
| Participant deferral / active EE | $2,732 | $7,181-62.0% | $6,842-60.1% | $5,982-54.3% |
| Admin fee / account holder | $12,498 | $10,807+15.7% | $9,309+34.3% | $11,246+11.1% |