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 | $133,541 | $165,335-19.2% | $149,696-10.8% | $158,922-16.0% |
| Participation rate | 65.0% | 84.6%-19.6pp | 82.5%-17.5pp | 82.0%-17.0pp |
| Annual return | 17.68% | 348.15%-330.5pp | 276.60%-258.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $4,546 | $5,103-10.9% | $4,644-2.1% | $4,761-4.5% |
| Participant deferral / active EE | $11,772 | $7,181+63.9% | $6,842+72.1% | $5,982+96.8% |
| Admin fee / account holder | $2,059 | $10,807-81.0% | $9,309-77.9% | $11,246-81.7% |