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 | $116,693 | $165,335-29.4% | $149,696-22.0% | $158,922-26.6% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 22.80% | 348.15%-325.3pp | 276.60%-253.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $3,120 | $5,103-38.9% | $4,644-32.8% | $4,761-34.5% |
| Participant deferral / active EE | $10,835 | $7,181+50.9% | $6,842+58.4% | $5,982+81.1% |
| Admin fee / account holder | $741 | $10,807-93.1% | $9,309-92.0% | $11,246-93.4% |