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 | $58,493 | $104,907-44.2% | $84,611-30.9% | $152,861-61.7% |
| Participation rate | 56.5% | 74.8%-18.3pp | 68.2%-11.7pp | 82.4%-25.9pp |
| Annual return | 16.02% | 373.79%-357.8pp | 258.74%-242.7pp | 345.32%-329.3pp |
| Employer contribution / active EE | $2,142 | $3,302-35.1% | $2,652-19.2% | $4,762-55.0% |
| Participant deferral / active EE | $5,395 | $4,688+15.1% | $3,899+38.4% | $5,850-7.8% |
| Admin fee / account holder | $9,635 | $6,241+54.4% | $4,912+96.1% | $11,596-16.9% |