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 | $116,643 | $175,202-33.4% | $149,673-22.1% | $139,434-16.3% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 16.65% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,000 | $5,474-63.5% | $4,818-58.5% | $4,751-57.9% |
| Participant deferral / active EE | $3,848 | $6,519-41.0% | $5,680-32.2% | $6,710-42.6% |
| Admin fee / account holder | $3,500 | $16,150-78.3% | $13,210-73.5% | $11,403-69.3% |