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 | $99,066 | $176,056-43.7% | $159,436-37.9% | $167,490-40.9% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.06% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,608 | $5,297-69.6% | $4,829-66.7% | $4,837-66.8% |
| Participant deferral / active EE | $7,272 | $7,750-6.2% | $7,352-1.1% | $6,341+14.7% |
| Admin fee / account holder | $6,915 | $12,554-44.9% | $10,799-36.0% | $12,309-43.8% |