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 | $105,532 | $202,432-47.9% | $169,368-37.7% | $139,434-24.3% |
| Participation rate | 68.4% | 81.1%-12.6pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 17.20% | 531.74%-514.5pp | 405.60%-388.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,172 | $4,692-75.0% | $4,013-70.8% | $4,751-75.3% |
| Participant deferral / active EE | $3,744 | $6,938-46.0% | $6,221-39.8% | $6,710-44.2% |
| Admin fee / account holder | $616 | $10,708-94.2% | $9,003-93.2% | $11,403-94.6% |