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 | $97,106 | $209,411-53.6% | $178,490-45.6% | $158,922-38.9% |
| Participation rate | 68.8% | 86.3%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 13.21% | 188.75%-175.5pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,935 | $5,706-66.1% | $5,011-61.4% | $4,761-59.4% |
| Participant deferral / active EE | $4,645 | $5,954-22.0% | $5,202-10.7% | $5,982-22.4% |
| Admin fee / account holder | $1,411 | $17,074-91.7% | $13,984-89.9% | $11,246-87.5% |