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 | $98,270 | $176,056-44.2% | $159,436-38.4% | $167,490-41.3% |
| Participation rate | 64.7% | 84.9%-20.2pp | 82.8%-18.1pp | 82.1%-17.4pp |
| Annual return | 13.70% | 331.75%-318.0pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,842 | $5,297-65.2% | $4,829-61.9% | $4,837-61.9% |
| Participant deferral / active EE | $5,410 | $7,750-30.2% | $7,352-26.4% | $6,341-14.7% |
| Admin fee / account holder | $2,596 | $12,554-79.3% | $10,799-76.0% | $12,309-78.9% |