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 | $75,133 | $201,272-62.7% | $184,203-59.2% | $145,922-48.5% |
| Participation rate | 44.4% | 87.5%-43.0pp | 86.8%-42.4pp | 80.3%-35.8pp |
| Annual return | 19.62% | 29.00%-9.4pp | 28.81%-9.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,091 | $9,806-58.3% | $9,131-55.2% | $6,688-38.8% |
| Admin fee / account holder | $2,200 | $16,364-86.6% | $13,901-84.2% | $13,397-83.6% |