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 | $105,004 | $63,346+65.8% | $92,233+13.8% | $70,131+49.7% |
| Participation rate | 64.3% | 68.7%-4.4pp | 76.5%-12.2pp | 69.5%-5.3pp |
| Annual return | 24.97% | 530.12%-505.2pp | 176.28%-151.3pp | 73.14%-48.2pp |
| Employer contribution / active EE | $2,641 | $2,471+6.9% | $3,679-28.2% | $2,342+12.7% |
| Participant deferral / active EE | $5,787 | $2,854+102.8% | $3,897+48.5% | $3,332+73.7% |
| Admin fee / account holder | $2,520 | $3,840-34.4% | $5,194-51.5% | $4,645-45.8% |