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 | $84,644 | $198,466-57.4% | $170,442-50.3% | $147,584-42.6% |
| Participation rate | 61.1% | 88.0%-26.9pp | 83.6%-22.5pp | 82.8%-21.7pp |
| Annual return | 21.99% | 257.29%-235.3pp | 205.93%-183.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,016 | $6,184-67.4% | $5,433-62.9% | $4,876-58.7% |
| Participant deferral / active EE | $3,431 | $5,629-39.1% | $4,939-30.5% | $5,439-36.9% |
| Admin fee / account holder | $399 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |