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 | $109,050 | $155,788-30.0% | $124,672-12.5% | $167,490-34.9% |
| Participation rate | 69.6% | 81.1%-11.5pp | 74.6%-5.0pp | 82.1%-12.5pp |
| Annual return | 16.66% | 17.97%-1.3pp | 5142.93%-5126.3pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,482 | $4,163-40.4% | $3,324-25.3% | $4,837-48.7% |
| Participant deferral / active EE | $5,273 | $5,673-7.1% | $4,614+14.3% | $6,341-16.8% |
| Admin fee / account holder | $2,430 | $9,531-74.5% | $7,493-67.6% | $12,309-80.3% |