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 | $86,998 | $210,648-58.7% | $177,989-51.1% | $145,922-40.4% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 11.54% | 385.86%-374.3pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,966 | $4,565-56.9% | $3,949-50.2% | $4,660-57.8% |
| Participant deferral / active EE | $2,252 | $6,958-67.6% | $6,276-64.1% | $6,688-66.3% |
| Admin fee / account holder | $9,081 | $12,013-24.4% | $10,363-12.4% | $13,397-32.2% |