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 | $102,952 | $144,119-28.6% | $117,854-12.6% | $147,584-30.2% |
| Participation rate | 57.9% | 83.4%-25.5pp | 79.7%-21.8pp | 82.8%-24.9pp |
| Annual return | 12.87% | 531.15%-518.3pp | 335.08%-322.2pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,085 | $4,896-57.4% | $3,786-44.9% | $4,876-57.2% |
| Participant deferral / active EE | $2,266 | $5,316-57.4% | $4,482-49.4% | $5,439-58.3% |
| Admin fee / account holder | $8,332 | $10,886-23.5% | $8,020+3.9% | $10,885-23.5% |