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 | $124,674 | $148,534-16.1% | $135,903-8.3% | $139,434-10.6% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.2pp | 80.3%-38.7pp |
| Annual return | 17.81% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,060 | $5,243-41.6% | $4,856-37.0% | $4,751-35.6% |
| Participant deferral / active EE | $5,045 | $8,100-37.7% | $7,758-35.0% | $6,710-24.8% |
| Admin fee / account holder | $2,300 | $12,400-81.5% | $10,762-78.6% | $11,403-79.8% |