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 | $114,887 | $144,119-20.3% | $117,854-2.5% | $147,584-22.2% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 16.95% | 531.15%-514.2pp | 335.08%-318.1pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,500 | $4,896-48.9% | $3,786-34.0% | $4,876-48.7% |
| Participant deferral / active EE | $2,750 | $5,316-48.3% | $4,482-38.6% | $5,439-49.4% |
| Admin fee / account holder | $5,048 | $10,886-53.6% | $8,020-37.1% | $10,885-53.6% |