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 | $89,311 | $144,119-38.0% | $117,854-24.2% | $147,584-39.5% |
| Participation rate | 41.2% | 83.4%-42.2pp | 79.7%-38.5pp | 82.8%-41.7pp |
| Annual return | 16.32% | 531.15%-514.8pp | 335.08%-318.8pp | 578.55%-562.2pp |
| Employer contribution / active EE | $904 | $4,896-81.5% | $3,786-76.1% | $4,876-81.5% |
| Participant deferral / active EE | $5,023 | $5,316-5.5% | $4,482+12.1% | $5,439-7.6% |
| Admin fee / account holder | $7,571 | $10,886-30.5% | $8,020-5.6% | $10,885-30.5% |