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 5-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 | $92,844 | $202,432-54.1% | $169,368-45.2% | $139,434-33.4% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 19.93% | 531.74%-511.8pp | 405.60%-385.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,136 | $4,692-75.8% | $4,013-71.7% | $4,751-76.1% |
| Participant deferral / active EE | $3,961 | $6,938-42.9% | $6,221-36.3% | $6,710-41.0% |
| Admin fee / account holder | $768 | $10,708-92.8% | $9,003-91.5% | $11,403-93.3% |