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 | $35,173 | $176,056-80.0% | $159,436-77.9% | $167,490-79.0% |
| Participation rate | 56.5% | 84.9%-28.4pp | 82.8%-26.3pp | 82.1%-25.6pp |
| Annual return | 10.71% | 331.75%-321.0pp | 263.57%-252.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $4,524 | $5,297-14.6% | $4,829-6.3% | $4,837-6.5% |
| Participant deferral / active EE | $3,748 | $7,750-51.6% | $7,352-49.0% | $6,341-40.9% |
| Admin fee / account holder | $1,097 | $12,554-91.3% | $10,799-89.8% | $12,309-91.1% |