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 | $53,288 | $198,466-73.2% | $170,442-68.7% | $147,584-63.9% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 20.18% | 257.29%-237.1pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $4,245 | $6,184-31.4% | $5,433-21.9% | $4,876-13.0% |
| Participant deferral / active EE | $7,028 | $5,629+24.8% | $4,939+42.3% | $5,439+29.2% |
| Admin fee / account holder | $11,963 | $16,852-29.0% | $13,880-13.8% | $10,885+9.9% |