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 | $84,981 | $198,466-57.2% | $170,442-50.1% | $147,584-42.4% |
| Participation rate | 52.9% | 88.0%-35.0pp | 83.6%-30.7pp | 82.8%-29.9pp |
| Annual return | 18.98% | 257.29%-238.3pp | 205.93%-186.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,191 | $6,184-64.6% | $5,433-59.7% | $4,876-55.1% |
| Participant deferral / active EE | $4,155 | $5,629-26.2% | $4,939-15.9% | $5,439-23.6% |
| Admin fee / account holder | $3,649 | $16,852-78.3% | $13,880-73.7% | $10,885-66.5% |