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 | $100,213 | $68,346+46.6% | $94,646+5.9% | $75,163+33.3% |
| Participation rate | 56.7% | 76.1%-19.4pp | 80.8%-24.2pp | 67.2%-10.5pp |
| Annual return | 17.29% | 616.93%-599.6pp | 156.71%-139.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,967 | $2,701-27.2% | $3,672-46.4% | $2,670-26.3% |
| Participant deferral / active EE | $4,422 | $6,537-32.4% | $7,418-40.4% | $4,125+7.2% |
| Admin fee / account holder | $3,254 | $5,326-38.9% | $7,231-55.0% | $5,651-42.4% |