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 | $119,159 | $176,056-32.3% | $159,436-25.3% | $167,490-28.9% |
| Participation rate | 46.7% | 84.9%-38.3pp | 82.8%-36.2pp | 82.1%-35.4pp |
| Annual return | 12.71% | 331.75%-319.0pp | 263.57%-250.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,571 | $5,297-70.3% | $4,829-67.5% | $4,837-67.5% |
| Participant deferral / active EE | $3,324 | $7,750-57.1% | $7,352-54.8% | $6,341-47.6% |
| Admin fee / account holder | $9,456 | $12,554-24.7% | $10,799-12.4% | $12,309-23.2% |