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 | $66,971 | $72,071-7.1% | $68,368-2.0% | $137,256-51.2% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.0%-16.8pp |
| Annual return | 18.69% | 353.14%-334.5pp | 292.57%-273.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,501 | $2,788-10.3% | $2,649-5.6% | $4,156-39.8% |
| Participant deferral / active EE | $5,036 | $4,410+14.2% | $4,123+22.1% | $6,407-21.4% |
| Admin fee / account holder | $2,347 | $5,336-56.0% | $5,150-54.4% | $12,270-80.9% |