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 | $141,330 | $176,056-19.7% | $159,436-11.4% | $167,490-15.6% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 17.91% | 331.75%-313.8pp | 263.57%-245.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,372 | $5,297-74.1% | $4,829-71.6% | $4,837-71.6% |
| Participant deferral / active EE | $3,501 | $7,750-54.8% | $7,352-52.4% | $6,341-44.8% |
| Admin fee / account holder | $6,584 | $12,554-47.6% | $10,799-39.0% | $12,309-46.5% |