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 | $90,984 | $202,432-55.1% | $169,368-46.3% | $139,434-34.7% |
| Participation rate | 54.5% | 81.1%-26.5pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 17.86% | 531.74%-513.9pp | 405.60%-387.7pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,071 | $4,692-34.5% | $4,013-23.5% | $4,751-35.4% |
| Participant deferral / active EE | $4,638 | $6,938-33.1% | $6,221-25.4% | $6,710-30.9% |
| Admin fee / account holder | $646 | $10,708-94.0% | $9,003-92.8% | $11,403-94.3% |