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 | $66,093 | $107,334-38.4% | $92,893-28.9% | $152,861-56.8% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.4%-20.9pp |
| Annual return | 18.83% | 145.58%-126.8pp | 109.41%-90.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,002 | $4,221-28.9% | $3,653-17.8% | $4,762-37.0% |
| Participant deferral / active EE | $3,931 | $4,845-18.9% | $4,236-7.2% | $5,850-32.8% |
| Admin fee / account holder | $2,917 | $7,079-58.8% | $5,794-49.6% | $11,596-74.8% |