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 | $55,120 | $165,335-66.7% | $149,696-63.2% | $158,922-65.3% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 10.98% | 348.15%-337.2pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $4,987 | $5,103-2.3% | $4,644+7.4% | $4,761+4.7% |
| Participant deferral / active EE | $3,956 | $7,181-44.9% | $6,842-42.2% | $5,982-33.9% |
| Admin fee / account holder | $4,035 | $10,807-62.7% | $9,309-56.7% | $11,246-64.1% |