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 | $111,982 | $144,119-22.3% | $117,854-5.0% | $147,584-24.1% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 19.27% | 531.15%-511.9pp | 335.08%-315.8pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,220 | $4,896-75.1% | $3,786-67.8% | $4,876-75.0% |
| Participant deferral / active EE | $4,047 | $5,316-23.9% | $4,482-9.7% | $5,439-25.6% |
| Admin fee / account holder | $1,878 | $10,886-82.7% | $8,020-76.6% | $10,885-82.7% |