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 | $95,188 | $176,056-45.9% | $159,436-40.3% | $167,490-43.2% |
| Participation rate | 58.3% | 84.9%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 16.58% | 331.75%-315.2pp | 263.57%-247.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,492 | $5,297-34.1% | $4,829-27.7% | $4,837-27.8% |
| Participant deferral / active EE | $5,478 | $7,750-29.3% | $7,352-25.5% | $6,341-13.6% |
| Admin fee / account holder | $12,212 | $12,554-2.7% | $10,799+13.1% | $12,309-0.8% |