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 | $101,347 | $202,432-49.9% | $169,368-40.2% | $139,434-27.3% |
| Participation rate | 64.7% | 81.1%-16.4pp | 77.1%-12.4pp | 80.3%-15.6pp |
| Annual return | 15.38% | 531.74%-516.4pp | 405.60%-390.2pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,205 | $4,692-53.0% | $4,013-45.1% | $4,751-53.6% |
| Participant deferral / active EE | $4,856 | $6,938-30.0% | $6,221-21.9% | $6,710-27.6% |
| Admin fee / account holder | $11,180 | $10,708+4.4% | $9,003+24.2% | $11,403-2.0% |