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 | $155,329 | $217,402-28.6% | $185,823-16.4% | $167,490-7.3% |
| Participation rate | 68.2% | 86.0%-17.9pp | 81.7%-13.5pp | 82.1%-13.9pp |
| Annual return | 16.04% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,622 | $5,873-55.4% | $5,167-49.3% | $4,837-45.8% |
| Participant deferral / active EE | $5,696 | $6,356-10.4% | $5,568+2.3% | $6,341-10.2% |
| Admin fee / account holder | $26,011 | $19,811+31.3% | $16,237+60.2% | $12,309+111.3% |