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 | $68,893 | $202,432-66.0% | $169,368-59.3% | $139,434-50.6% |
| Participation rate | 55.6% | 81.1%-25.5pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 22.47% | 531.74%-509.3pp | 405.60%-383.1pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,354 | $4,692-71.1% | $4,013-66.3% | $4,751-71.5% |
| Participant deferral / active EE | $5,868 | $6,938-15.4% | $6,221-5.7% | $6,710-12.5% |
| Admin fee / account holder | $342 | $10,708-96.8% | $9,003-96.2% | $11,403-97.0% |