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 | $99,484 | $198,466-49.9% | $170,442-41.6% | $147,584-32.6% |
| Participation rate | 61.9% | 88.0%-26.1pp | 83.6%-21.7pp | 82.8%-20.9pp |
| Annual return | 18.03% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,863 | $6,184-69.9% | $5,433-65.7% | $4,876-61.8% |
| Participant deferral / active EE | $3,789 | $5,629-32.7% | $4,939-23.3% | $5,439-30.3% |
| Admin fee / account holder | $478 | $16,852-97.2% | $13,880-96.6% | $10,885-95.6% |