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 | $108,782 | $165,335-34.2% | $149,696-27.3% | $158,922-31.6% |
| Participation rate | 58.8% | 84.6%-25.7pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | 24.48% | 348.15%-323.7pp | 276.60%-252.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $18,246 | $5,103+257.6% | $4,644+292.9% | $4,761+283.2% |
| Participant deferral / active EE | $4,053 | $7,181-43.6% | $6,842-40.8% | $5,982-32.3% |
| Admin fee / account holder | $970 | $10,807-91.0% | $9,309-89.6% | $11,246-91.4% |