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 | $102,010 | $198,466-48.6% | $170,442-40.1% | $147,584-30.9% |
| Participation rate | 30.8% | 88.0%-57.2pp | 83.6%-52.8pp | 82.8%-52.1pp |
| Annual return | 23.80% | 257.29%-233.5pp | 205.93%-182.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $1,333 | $6,184-78.5% | $5,433-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $2,918 | $5,629-48.2% | $4,939-40.9% | $5,439-46.3% |
| Admin fee / account holder | $3,405 | $16,852-79.8% | $13,880-75.5% | $10,885-68.7% |