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 | $110,256 | $198,466-44.4% | $170,442-35.3% | $147,584-25.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 23.77% | 257.29%-233.5pp | 205.93%-182.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,812 | $6,184-70.7% | $5,433-66.7% | $4,876-62.8% |
| Participant deferral / active EE | $5,298 | $5,629-5.9% | $4,939+7.3% | $5,439-2.6% |
| Admin fee / account holder | $1,268 | $16,852-92.5% | $13,880-90.9% | $10,885-88.4% |