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 | $72,190 | $198,466-63.6% | $170,442-57.6% | $147,584-51.1% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 20.37% | 257.29%-236.9pp | 205.93%-185.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,315 | $6,184-78.7% | $5,433-75.8% | $4,876-73.0% |
| Participant deferral / active EE | $4,767 | $5,629-15.3% | $4,939-3.5% | $5,439-12.3% |
| Admin fee / account holder | $363 | $16,852-97.8% | $13,880-97.4% | $10,885-96.7% |