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 | $125,811 | $144,119-12.7% | $117,854+6.8% | $147,584-14.8% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 17.95% | 531.15%-513.2pp | 335.08%-317.1pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,844 | $4,896-62.3% | $3,786-51.3% | $4,876-62.2% |
| Participant deferral / active EE | $3,911 | $5,316-26.4% | $4,482-12.7% | $5,439-28.1% |
| Admin fee / account holder | $2,438 | $10,886-77.6% | $8,020-69.6% | $10,885-77.6% |