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 | $128,697 | $176,056-26.9% | $159,436-19.3% | $167,490-23.2% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 15.00% | 331.75%-316.7pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,466 | $5,297-53.4% | $4,829-48.9% | $4,837-49.0% |
| Participant deferral / active EE | $3,280 | $7,750-57.7% | $7,352-55.4% | $6,341-48.3% |
| Admin fee / account holder | $2,654 | $12,554-78.9% | $10,799-75.4% | $12,309-78.4% |