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 | $74,806 | $165,335-54.8% | $149,696-50.0% | $158,922-52.9% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 16.15% | 348.15%-332.0pp | 276.60%-260.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,668 | $5,103-47.7% | $4,644-42.6% | $4,761-44.0% |
| Participant deferral / active EE | $5,077 | $7,181-29.3% | $6,842-25.8% | $5,982-15.1% |
| Admin fee / account holder | $1,031 | $10,807-90.5% | $9,309-88.9% | $11,246-90.8% |