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 | $125,754 | $126,574-0.6% | $106,213+18.4% | $145,922-13.8% |
| Participation rate | 54.2% | 77.6%-23.5pp | 75.3%-21.1pp | 80.3%-26.1pp |
| Annual return | 15.25% | 224.79%-209.5pp | 116.14%-100.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $911 | $3,730-75.6% | $3,171-71.3% | $4,660-80.5% |
| Participant deferral / active EE | $1,892 | $5,724-66.9% | $5,016-62.3% | $6,688-71.7% |
| Admin fee / account holder | $1,824 | $17,304-89.5% | $11,033-83.5% | $13,397-86.4% |