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 | $86,196 | $198,466-56.6% | $170,442-49.4% | $147,584-41.6% |
| Participation rate | 43.8% | 88.0%-44.2pp | 83.6%-39.8pp | 82.8%-39.1pp |
| Annual return | 23.19% | 257.29%-234.1pp | 205.93%-182.7pp | 578.55%-555.4pp |
| Employer contribution / active EE | $1,567 | $6,184-74.7% | $5,433-71.2% | $4,876-67.9% |
| Participant deferral / active EE | $4,045 | $5,629-28.1% | $4,939-18.1% | $5,439-25.6% |
| Admin fee / account holder | $535 | $16,852-96.8% | $13,880-96.1% | $10,885-95.1% |