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 | $57,736 | $176,056-67.2% | $159,436-63.8% | $167,490-65.5% |
| Participation rate | 56.3% | 84.9%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 13.68% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,697 | $5,297-68.0% | $4,829-64.9% | $4,837-64.9% |
| Participant deferral / active EE | $4,099 | $7,750-47.1% | $7,352-44.3% | $6,341-35.4% |
| Admin fee / account holder | $628 | $12,554-95.0% | $10,799-94.2% | $12,309-94.9% |